job / sales support adviser 5589

Sales Support Adviser - Glasgow

Financial Services
Ref: 5589 Date Posted: Tuesday 21 Sep 2021
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Lusona financial services are recruiting for an experienced IFA Administrator to join a firm in Glasgow city centre.  This vacancy has become available due to business growth.  The position will be a mixture of home and office working with up to 2 days per week of home working.

In this role you will have a variety of responsibilities which will include:

  • Providing full admin support to the financial advisers
  • Preparing for client meetings
  • Producing valuations
  • Fund switches
  • Processing new business and renewals
  • Liaise with 3rd party providers
  • Be efficient in dealing with client queries
  • Arranging client appointments and managing the adviser diaries

This is an excellent opportunity to join a growing organisation that has a well-established support team.  A basic salary of up to £25K is on offer for this role along with benefits and bonus.  For further information or to apply please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk