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Job details
IFA Sales Support
WEB469628DW
Up to £25,000
London


A medium sized London based IFA practice is seeking to recruit an experienced financial services administrator to join their support team. Part of a team of administration staff you will be working on a one to one basis with one of the business senior IFAs (Directors).

In addition to all of the classis IFA sales support tasks such as processing new business applications and producing valuations you will also be encourage to take on some basis paraplanning responsibilities such as producing basic suitability letters and assisting with product and/or fund research.

You must have gained experience in a sales support / administration role within financial planning and will have good knowledge of pensions, investments and protections products and ideally be progressing towards the Certificate of Financial Planning.

Any previous experience of Plum software is an advantage, however for the right candidate training on this can be provided.

To apply for this role please email your CV to Dan Warner at d.warner@ipsgroup.co.uk quoting reference 469628DW
 
Contact details
Dan Warner
020 7481 8686
Dan.Warner@IPSGroup.co.uk

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