Lusona Financial Services are keen to find a sales support adviser to join a prestigious wealth management business in Edinburgh. The business has a strong track record of training, developing and promoting members of the team which has created a position following a recent promotion from sales support into paraplanning.
As a sales support adviser you will work as part of a close-knit team where the independent financial advisers see the support team as an integral part of the firm. You will be responsible for processing new business, preparing for client meetings and attending them when required, contacting 3rd party providers for policy information, produce valuations, ensure client files are kept up to date and maintaining the company back office system.
The organisation typically provide advice to HNW individuals, their families, charities, trusts and businesses across a broad range of issues from IHT planning (inheritance tax planning), CGT (capital gains tax), retirement planning and investment advice.
salary of up to £26,000 will be paid dependent on experience along with an excellent benefits package.
For further details please contact Laura Randall 01698 535878 or through firstname.lastname@example.org