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...
This successful Independent Financial Services Group are looking to recruit a Sales Support Administrator to work predominantly with an experienced IFA in there busy South Manchester office.
The prospective candidate should have relevant industry experience and suitable qualifications would be a benefit. Naturally, they will be looking for good overall knowledge and experience of the life and pensions market and investment business generally. You will provide sales support including research, illustrations, documentation, suitability letters and researching technical aspects of the case. In addition the candidate will provide the higher level support service to the client bank. Some responsible for new business submission, institutional liaison and policy issue and general plan servicing however this is not a major area of the work but you could be involved from time to time. Knowledge of 1st software an advantage.
