IFA Sales Support

Job information IFA Sales Support from the Company The Coast Partnership, this latest IFA Sales Support job vacancy is located in the city Ware. This latest job opening is open to job seekers who have the latest education / graduate . Job Vacancies in this Finance field have been opened and published up to the specified time.

Job Description :

This is a complete ” stand out ” opportunity !

Our client requires an experienced IFA Administrator/PA to provide support to a small team of IFAs .

This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.

Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.

KEY RESPONSIBILITIES & ACCOUNTABILITIES

• New business processing and submission to Business quality, submitting onto external and internal systems
• Regular use of Platforms.
• Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
• Liaison with a variety of product providers and use of their online systems to gather valuations etc
• Working with back-office system to maintain client records, process annual reviews reports and new business processing
• Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
• General Administration and client servicing support as needed

The role offers an extremely good basic salary and supporting benefits with genuine opportunity for a long term career.

Please apply in confidence.

Job Type: Full-time

Pay: £30,000.00-£40,000.00 per year

Benefits:

• Company pension
• Employee discount
• On-site parking

Schedule:

• Monday to Friday

Education:

• GCSE or equivalent (preferred)

Experience:

• Retail sales: 1 year (preferred)
• Customer service: 1 year (preferred)

Licence/Certification:

• Driving Licence (preferred)

Work Location: In person

Reference ID: JLSSw1