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Sales Support - IFA

Lime People Search & Select Ltd
Posted 2 months ago, valid for 10 days
Location

Wakefield, West Yorkshire WF12QN, England

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Job Title: Sales Support Executive
  • Company: Leading network of IFA (Independent Financial Advisors)
  • Responsibilities: Providing administrative support to the network of IFA's, processing new business applications, inputting advisor fee information, managing client records, communicating with clients and providers, handling client queries, preparing valuations and illustrations
  • Experience Required: 1-3 years working with investment type products in an administration type environment
  • Education Required: Good GCSE grades or A level standard with relevant experience, knowledge of pensions, investments, taxation & protection products, and ideally some knowledge of regulatory issues

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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