Senior IFA Sales Support
£22,000 to £25,000 plus benefits and exam support
Senior IFA Sales Support required by this highly successful firm of Independent Financial Advisors that provides advice to company directors, professionals and other HNW individuals. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across retirement planning, investments and tax.
You will be responsible for all new business processing, valuations, quotations, servicing of existing business, platform work, reviews and portfolio analysis whilst liaising externally with clients and providers and internally with IFAs and paraplanners.
Applicants must have experience of working in a Life and Pensions environment and have excellent communication skills. Progress with the industry exams is desirable. The firm offers a full range of benefits including exam support for those who wish to acquire the relevant industry qualifications.
Please call Paula Thornbury on 0131 292 0780.
JohnstonGreer is a recruitment agency covering Scotland & N.Ireland that specialises in the Actuarial, Life & Pension and Investment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
This job was originally posted as www.totaljobs.com/job/75063394