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Financial Services Administartor - Sales Support - Basic to £25,000

WolverhamptonUp to £25,000

Ref:

A854898SBM 

Job Title:     

Financial Services Administrator - Sales Support  

Salary:

To £25,000 basic

Overview:

An opportunity has arisen for an experienced financial services administrator/Sales Support to join our client who is a well-established RDR prepared IFA firm based near Wolverhampton assisting a team of IFA’s.

Main Duties:

An opportunity has arisen for an experienced financial services administrator/Sales Support individual to join a well-established RDR prepared IFA firm based near Wolverhampton. You will work closely with one of the Directors and assist the IFA team with their administration duties, helping with suitability letters, preparing files before the IFA’s meet with the clients, checking all files before the business is submitted to the relevant life company, checking all new business documentation, updating the clients with the process of their applications and ensuring that the office runs smoothly.

Key Skills:

Applications will only be considered from experienced financial services administrators or sales support staff who has gained industry experience working with an IFA firm dealing with general admin duties, especially with suitability letters and the preparation of files.

Experience of 1st Software would be a distinct advantage.

Summary:

This is an excellent opportunity for an experienced financial services administrator or sales support individual to join a RDR prepared well established rapidly expanding IFA firm.

Contact:

Bryn McMillan

Financial Services Consultant

Morris Jones Consulting

Job Vacancy, Financial Services Administrator, Sales Support, Paraplanner, FPC, CeFA, CF,Job Vacancy, Financial Services Administrator, Sales Support, Paraplanner, FPC, CeFA, CF.

22 February 2012
23 March 2012
A854898SBM
Mr Bryn McMillan
Full time, Permanent