Our client is a long established HNW IFA with a large HNW private client base. An opportunity has arisen for an IFA Sales Support Administrator to join the existing support team in London.
Duties will include Processing New business, checking paperwork before proposals are submitted, Policy valuations, dealing with fee queries and admin support to assist in completing recommendation letters.
Candidates must have experience of working in a sales support capacity within an IFA, Wealth Management or Financial Services provider. They must have excellent attention to details and a can do attitude.
This is an excellent opportunity to join well established and successful IFA business and would ideally suit experienced IFA Administrator looking for a new opportunity.