job / sales support adviser 4803

Sales Support Adviser - Edinburgh

Financial Services
Ref: 4803 Date Posted: Tuesday 12 Nov 2019
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Lusona Financial Services are recruiting for a sales support adviser to join a leading investment management company in Edinburgh.  You will be part of a successful support team that works directly with paraplanners and financial planners.  The office is centrally located within walking distance to all main transport links.

This is an excellent opportunity to join a forward-thinking organisation that supports its employees with their career aspirations, provides full study support and promotes from within.

As a sales support adviser, you will work with both paraplanners and advisers.  You will process new business and renewals, prepare client files for review, produce valuations and liaise with both internal and external stakeholders.  You will be the first point of contact for client queries and when required attend client meetings with the adviser.  

Suitable candidates will have a minimum of 1 years experience as a sales support adviser within an IFA.  

A basic salary of up to £26K is on offer for this role along with a generous benefits package.

For further information or to apply please contact Laura Randall at Lusona on 01698 440333 or email