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Our client is a high profile and successful Chartered financial services business that offers wealth management, and Investment management to HNW private clients. Following a recent restructure, they are now looking to recruit an experienced and highly competent individual to join their Administration Wealth Support Team in London as an IFA Sales Support Administrator.
Duties will include checking paperwork before proposals are submitted, valuations, dealing with fee queries and admin support to assist the paraplanners. Candidates must have experience of working as a Sales Support Administrator within an IFA or financial adviser business.
Financial planning qualifications and would be a distinct advantage and preferred although not Mandatory.
This would suit candidates looking for a long term Sales support position, Ideally candidates will be graduate calibre, professional and have excellent attention to detail. The position offers full exam support, Hybrid working, a good basic salary.
