IFA Senior Sales Support

James Phillip Financial Recruitment
£24,000 per annum
14 Sep 2017
23 Oct 2017
Contract Type
Full Time

Senior Sales support


Salary £24 - £28k depending on experience

We have just taken on a new client, highly successful IFA practice. They are now seeking an IFA Sales Support candidate (minimum 2 years).

Responsible for managing day to day administration duties covering all pre and post-sale enquiries , duties to include, but not restricted to:

    • Prepare valuations of clients’ investment and pension plans.
    • General Administration tasks to IFA.
    • Submit and progress new business applications.
    • Maintain internal registers and databases.
    • Assist in the continual improvement of our processes.
    • Assist the team with other tasks as required

The candidate should have the following:

Will have the financial planning certificate (Level 3) or at least a couple of exams towards it. Salary will reflect.

Benefits package and exam support for CII qualifications.