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Our client is a long-established award-winning IFA. Due to restuctre, they are now looking for an IFA 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 an IFA 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 as a IFA Sales Support Administrator within an IFA, wealth management or financial planning business. Progression towards diploma would be a distinct advantage but not mandatory.
This is fantastic opportunity to join a leading wealth management business especially if you are looking for a business that supports career progression. The position offers full exam support and training opportunites for candidtes wanting to progress to Paraplanning and to financial Planning.
