job / ifa administrator 5525

IFA Administrator - Dundee

Financial Services
Ref: 5525 Date Posted: Tuesday 21 Sep 2021
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Lusona Financial Services are working with a well-respected IFA in Dundee to recruit an experienced sales support adviser to work with the paraplanners and financial advisers.  

The client receives lots of referrals from professional introducers and also has an excellent reputation in the local area.  They offer study support and career progression for their employees.

You will be responsible for processing new and existing business, valuations, preparing for client meetings, dealing with enquiries from clients and providers over the telephone along with a variety of other administrative tasks related to the role.

Ideally, you will be working within an IFA practice in a similar role and be keen to work towards your Level 4 Diploma.

This role offers a basic salary of up to £26K along with an excellent benefits package.

For further information please contact Laura Randall at Lusona via laurar@lusona.co.uk