Lusona Financial Services are recruiting for an experienced sales support adviser to join a regional IFA in their Greenock practice.
With the team being made up of both private clients and corporate financial planners they are open-minded if your expertise lies in either, but you must have worked with financial advisers either in an IFA (independent financial adviser), restricted financial adviser, wealth management or similar environment.
You will work directly with one financial adviser, being responsible for assisting in managing client relationships, attending client meetings to support the adviser and take notes. You will act as a main point of contact, managing cases/tasks from start to finish, ensuring that paperwork is complete and compliant. Conducting research and preparing client reviews, you will ensure case notes are up to date. You will process valuations and produce suitability reports.
A basic salary of up to £27K is on offer for this role along with a generous benefits package.
For further information please call Laura Randall at Lusona on 01698 535878 or email email@example.com