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Job Location | London |
Education | Not Mentioned |
Salary | 25,000 - 29,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Financial Divisions are supporting an IFA firm providing advice to individuals and to corporate clients. The firm have been advising their clients since the early 80s, so they are very well established with a great reputation in the industry.After placing an amazing trainee this time last year, we are delighted to announce they have now been promoted and the company is now looking for their replacementThe role will involve undertaking administration and sales support tasks to assist the directors of the company in providing financial planning advice to their clients.Responsibilities will include, but are not limited to: Client liaison and contact via phone and email Compiling preparation packs for client meetings Carrying out analysis of products and providing comparisons between existing and proposed holdings Responding quickly and accurately to queries raised either by clients or advisers Preparing enclosures for client letters Processing applications and following up with investment houses on all transactions to ensure instructions are executed as requested Executing new business transactions and other dealing requirements including fund switches, sales and purchases of unit trusts, ISAs, investment bonds and SIPPs Ensure that relevant documentation is always completed and correctly filed Carrying out administration tasks and providing other support to advisers as requiredWe are looking previous exposure IFA sales support roles. Attention to detail and excellent organisational skills, along with problem solving and being able to thrive in a pressurised environment.For immediate consideration, please send your CV