This position is no longer open for applications

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 01273 947810 or apply today!