job / sales support adviser 5262

Sales Support Adviser - Glasgow

Financial Services
Ref: 5262 Date Posted: Monday 01 Mar 2021
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Lusona Financial Services are recruiting for a client services administrator to join a leading IFA in Glasgow city centre.  Their offices are ideally situated to all major transport links including Queen Street and Central station.

The firm has an excellent support team and has a strong succession plan in place which will see it remain in private ownership in the years ahead.  They regularly promote from within the company and this vacancy has arisen due to an internal promotion.  

As a client services administrator, you will be responsible for booking client reviews, processing new business and renewals, valuations, updating the back-office system.

Suitable applicants will ideally be working as an administrator within an IFA practice with experience in using Intelliflo back-office system, and a variety of platforms, in particular, Standard Life and Nucleus.

For more information or to apply please contact Laura Randall at Lusona on 07852 871115 or email laurar@lusona.co.uk