A great opportunity has arisen for a Financial Services Sales support to work in a busy IFA's office in Troon.
Successful candidates will have the following skills -
Whole of market product knowledge.
Organisation and attention to detail
Good communication skills, both verbal and written
Proven experience in a Financial Services environment, IFA preferable
Proven track record in client/customer satisfaction
Certificate in Financial Administration or equivalent or working towards this
qualification. (this is negotiable and dependant on actual experience)
Strong IT skills in core Microsoft Office systems
The candidate will be required to carry out the following duties -
Maintain the offices core systems ensuring that all tasks are carried out and completed.
Prioritise workload to ensure all activities are timely, compliant and conducted in an efficient and effective manner.
Process all business in accordance with required processes
Maintain client records in accordance with internal Compliance requirements
Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations
Request policy information from third party policy providers
Coordinate and produce client valuations
Develop and maintain effective relationships with clients and colleagues
Process online new business applications
Research suitable products for the financial advisers and help with their reports.
Any other tasks you may be asked to do by the office manager
Please note - you must have experience of working in an IFA to be considered for this role.