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Experienced IFA Sales Support Professional
2 months ago
We are seeking an experienced Sales Support Administrator to join our team at a well-regarded Financial Planning Practice in Godalming. The successful candidate will provide efficient new business support to our advisers, including pre-sales research, Suitability Reports, and compliance requirements.
Key Responsibilities:- Provide support in relation to the preparation of valuations and client review documentation
- Assist in the processing of new business, liaising with product providers and clients
- Ensure all compliance requirements are met and work is completed accurately within agreed timescales
- Support the preparation of client meetings and provide post-meeting support to consultants
- Highly organised with good technical knowledge and ability to plan and prioritise assignments
- Solid understanding of life, pensions, and investment contracts, as well as regulatory and compliance requirements
- Experience of IRESS/Adviser Office software and Financial Express Analytics is desirable
- Excellent verbal and written communication skills, with the ability to build and maintain relationships with clients
- Proven IFA background in a similar role, with a strong understanding of the industry
This is an excellent opportunity for an experienced person to join a successful IFA firm in an IFA Advisor Support role. The successful candidate will have the opportunity to work in a dynamic and supportive environment, with a strong focus on delivering high-quality results.
