This successful Independent Financial Services Group are looking to recruit a Sales Support Administrator to work predominantly with an experienced IFA in there busy Sou...
The role is to cover branch leads (based in Exeter & Croydon) and to service your own allocated review clients. As well as developing your own client bank effectively, the successful candidate will be...
The role is to cover (branches in York & North Manchester) branch leads and to service your own allocated review clients. As well as developing your own client bank effectively, the successful candida...
To provode a Sales Support service to the Financial Advisers dealing with mainly corporate business including Group PPP, Executive Pensions, Money Purchase schemes, Group L...
To provode a Sales Support service to the Financial Advisers dealing with mainly corporate business including Group PPP, Executive Pensions, Money Purchase schemes, Group Life and Group PHI. Working in a team of 5 you will be responsible for obtaining new business quotations, issuing of new business packs, regular liaison with product providers and clients, file compliance and servicing the existing clients. There will also be some Paraplanner duties such as standard reason why letters, product research etc. Applicantts will ideally hold full FPC or be progressing towards and have previous experience of working in an IFA office environment. Knowledge of 1st software advantageous.
