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IFA Sales Support - Hybrid

Coast Specialist Recruitment
Posted 20 days ago, valid for 6 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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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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  • A successful regional IFA practice in London is seeking new administrators to support financial advisers and progress towards paraplanning.
  • Candidates should have at least 1 year of relevant experience and possess good IT skills.
  • The role involves various administrative duties, client service, and technical support to assist financial advisers.
  • The firm offers support for future qualifications to help the successful applicant enhance their knowledge and career.
  • The salary for this position is competitive, reflecting the candidate's experience and the responsibilities involved.

A hugely successful regional IFA practice are keen to appoint new administrators in London

Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.

KEY RESPONSIBILITIES & ACCOUNTABILITIES

  • New business processing and submission to Business quality, submitting onto external and internal systems
  • Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
  • Liaison with a variety of product providers and use of their online systems to gather valuations etc
  • Working with back-office system to maintain client records, process annual reviews reports and new business processing
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • General Administration and client servicing support as needed

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.