job / sales support 4730

Sales Support - Edinburgh

Financial Services
Ref: 4730 Date Posted: Tuesday 17 Sep 2019
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Lusona Financial Services are recruiting for an experienced sales support administrator to work with a team of financial advisers, paraplanners and sales support staff in the IFA division of a leading chartered accountancy practice.

Ideally located in Edinburgh city centre, our client is looking for someone who is career-driven and keen to progress in their studies.  They offer study support and the opportunity to progress into a paraplanner or financial adviser.  This is a large organisation with offices throughout Scotland.  

As a sales support adviser you will be responsible for

  • Preparing recommendation reports
  • Processing new business
  • Updating client files
  • Preparing for review meetings 
  • Supporting new members of the team
  • Assist with training and developing other members of the Support team

Suitable applicants will already be working within financial services, ideally in a similar role.  You will have excellent verbal and written communication skills and be familiar with Microsoft Word and Excel.

The basic salary for this role is negotiable, depending on experience.  There is a fantastic benefits package including flexi-time, the opportunity to buy additional holidays and study support.

For more information or to apply, please contact Laura Randall at Lusona on 01698 440333 or email laurar@lusona.co.uk