job / client support 5261

Client Support - Edinburgh

Financial Services
Ref: 5261 Date Posted: Tuesday 12 Oct 2021
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Lusona Financial Services are recruiting for a Sales Support Adviser for our client - a regional chartered IFA.  This position will be in their Edinburgh office.

Ideally, you will have worked in an administrative position within an IFA practice, supporting at least one adviser.  You will be well organised, have excellent communication skills, and be able to work independently and as part of a team.  You will keep track of cases and ensure both the adviser and client are kept up to date on any progress.  Part of this role will involve preparing for client meetings and seminars and preparing and presenting correspondence for clients.

Knowledge of investments, protection, and pensions is required for this role, and you will have good IT skills - knowledge of AVELO back office system would be beneficial.  You will have a genuine interest in Financial Services and keen to progress your career with additional studies and ensuring you keep up to date with any industry changes.  Study support will be available and your exams will also be paid for.

A basic salary of up to £25K is available for this role along with a fantastic benefits package.

Please contact Laura Randall for more information on this role on 07852 871115 or email