job / sales support adviser 5157

Sales Support Adviser - Dundee

Financial Services
Ref: 5157 Date Posted: Monday 23 Nov 2020
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Lusona Financial Services are working with the financial services division of a chartered accountancy practice in Dundee to recruit an experienced sales support adviser to work with the paraplanners and financial advisers.  

The client receives lots of referrals from the accountancy division 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 £25K along with an excellent benefits package.

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