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Ifa Sales Support Administrator

3 months ago

City of London, United Kingdom DMD Recruitment LTD Full time
Our client is a long-established award-winning IFA based in the city of London. Due to expansion, they are now looking for an IFA Sales Support Administrator to join their existing support team. The role will be to provide support to the Paraplanners andchartered financial wealth advisers.

Duties will include checking paperwork before proposals are submitted, valuations, dealing with fee queries and admin support to assist in completing recommendation letters.

Candidates must have experience working in asales support capacity within an IFA or wealth management business. Progression towards diploma would be a distinct advantage. This is fantastic opportunity to join a leading wealth management business with excellent opportunities for career progression.