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IFA Sales Support Administrator

Wallace Bates Limited
Posted 2 days ago, valid for 2 days
Location

Hertford, Hertfordshire SG14 3ES, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client is a long-established award-winning Independent Financial Adviser (IFA) looking for a Sales Support Administrator due to expansion.
  • The role involves providing support to paraplanners and chartered financial wealth advisers, including checking paperwork and dealing with fee queries.
  • Candidates must have experience as a Sales Support Administrator within an IFA or wealth management business.
  • Progression towards a diploma would be a distinct advantage, indicating opportunities for career advancement.
  • The position offers hybrid working and an excellent benefits package, with a competitive salary.

Our client is a long-established award-winning IFA based. Due to expansion, they are now looking for a Sales Support administrator to join their existing support team.

The role will be to provide support to the paraplanners and chartered financial wealth advisers. As pa Sales Support Administrator duties will include checking paperwork before proposals are submitted, valuations, dealing with fee queries and admin support to assist in completing recommendation letters.

Candidates must have experience working in a Sales Support Administrator capacity within an IFA or wealth management business. Progression towards diploma would be a distinct advantage.

This is fantastic opportunity to join a leading wealth management business with excellent opportunities for career progression. The position offers Hybrid working and and excellent benefits package.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.