Our client is a long established HNW IFA with a large HNW private and corporate client base. An opportunity has arisen for an IFA Sales Support Administrator to join the existing support team.
Duties will include checking paperwork before proposals are submitted, Policy valuations, dealing with fee queries and admin support to assist in completing recommendation letters.
Candidates must have experience of working in a sales support capacity within an IFA, Wealth Management or Financial Services provider. They must have excellent attention to details and a can do attitude.
This is an excellent opportunity to join well established business with excellent opportunities for career progression. The business offers full exam support, Flexible hybrid working and they will also consider candidates looking for a long-term progression towards becoming an adviser.