Apr 27, 2019

IFA Sales Support Administrator

  • Just Brighton Jobs
  • East Sussex, UK
  • £18,000 - £22,000 yearly
Permanent Accounting/Financial/Insurance

Job Description

IFA Sales Support Administrator Salary: £18k - £22k DOE Hours: Mon-Fri 9am-5pm Location: Brighton Are you looking to work for a well-established organisation that provides full study support to pass your paraplanning exams? Do you want to work within a varied and interesting role within financial services? You will already be self-motivated and highly organised with excellent IT skills and have ideally worked within financial services/insurance industry. Responsibilities: * Processing new business applications for ISA’s, pensions, investments and mortgages * Liaising with clients over the phone and face to face * Use FE Analytic for investment research * Dealing with product providers by phone, email and written correspondence * Updating electronic fact finds * Use different platforms to update information for different providers such as Novia * Ensure all FCA regulations and compliance is adhered to The right candidate will have following skills and attributes: * Strong administration skills * Excellent IT skills inclusive of Excel * Ideally a proven background within financial services/Insurance * Genuinely interested in taking financial exams to become qualified within paraplanning * Great communication skills This is a great opportunity to join a highly reputable organisation that offers a friendly working environment. For more information on this role please call Sarah Nicholas on (phone number removed) or apply today! Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation. Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service


Full Time