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Sales Support - IFA

Lime People Search & Select Ltd
Posted 19 days ago, valid for 7 days
Location

Wakefield, West Yorkshire WF2 8TY

Salary

£35,000 - £42,000 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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  • My client is a leading network of Independent Financial Advisors (IFA) providing comprehensive financial advice to both corporate and private clients.
  • They are looking for a Sales Support Executive to provide administrative support to their network of IFAs, including processing new business applications and managing client records.
  • The ideal candidate should have 1-3 years of experience in an administration role related to investment products.
  • A solid understanding of pensions, investments, taxation, and protection products is required, along with good GCSE grades or A-level education.
  • The position offers a competitive salary, and candidates who have begun studying for a Financial Planning Certificate or Diploma in Financial Advice will have an advantage.

My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.

We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.

We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You will have good knowledge of Pensions, Investments, Taxation & Protection products with good GCSE grades or be educated to A level standard with relevant experience and ideally with some knowledge of Regulatory issues. It would be to your advantage if you have started studying towards a Financial Planning Certificate or Diploma In Financial Advice.

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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.