Sales Support - IFA

SalesJobs • Full Time • Wakefield, West Yorkshire, United Kingdom • £18,000 - £26,000 / year • 8m ago

My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You will have good knowledge of Pensions, Investments, Taxation & Protection products with good GCSE grades or be educated to A level standard with relevant experience and ideally with some knowledge of Regulatory issues. It would be to your advantage if you have started studying towards a Financial Planning Certificate or Diploma In Financial Advice

Related Jobs

Technical Sales Engineer

SalesJobs • Full Time • Batley, West Yorkshire, United Kingdom • £32,000 - £38,000 / year • 7m ago

Sales

7m ago

Apply

M&E Sales Consultant

SalesJobs • Full Time • Leeds, West Yorkshire, United Kingdom • £30,000 - £40,000 / year • 8m ago

Sales

8m ago

Apply

Field Sales Designer

SalesJobs • Full Time • Huddersfield, West Yorkshire, United Kingdom • £25,000 - £50,000 / year • 8m ago

Sales

8m ago

Apply

Field Sales Advisor

SalesJobs • Full Time • Bradford, West Yorkshire, United Kingdom • £25,000 - £50,000 / year • 8m ago

Sales

8m ago

Apply

Field Sales Designer

SalesJobs • Full Time • Leeds, West Yorkshire, United Kingdom • £25,000 - £50,000 / year • 8m ago

Sales

8m ago

Apply

Field Sales Designer

SalesJobs • Full Time • Halifax, West Yorkshire, United Kingdom • £25,000 - £50,000 / year • 8m ago

Sales

8m ago

Apply

Technical Sales Engineer

SalesJobs • Full Time • Leeds, West Yorkshire, United Kingdom • 8m ago

Sales

8m ago

Apply

Sales Administrator / Order Processor

SalesJobs • Full Time • Castleford, West Yorkshire, United Kingdom • £21,000 - £25,000 / year • 8m ago

Sales

8m ago

Apply

Telesales Team Leader

SalesJobs • Full Time • Bradford, West Yorkshire, United Kingdom • £40,000 / year • 8m ago

Sales

8m ago

Apply

Area Sales Manager - Heavy Plant

SalesJobs • Full Time • Leeds, West Yorkshire, United Kingdom • £37,000 - £43,000 / year • 8m ago

Sales

8m ago

Apply