Lusona Financial Services are recruiting for an experienced Sales Support Adviser for a wealth management firm based in Glasgow. Due to business growth the company requires additional support for their Financial Planners.
You will be responsible for processing new business, processing renewals, liaising with clients and providers, managing the Advisers diary, updating back office systems and attending meetings with the clients and advisers when required.
The ideal candidate for this role will come from a similar background – experience in Intelligent Office, valuations and processing new business. Previous experience of dealing with client queries and providers is beneficial.
A salary of up to £23,000 is available for this role and you will be supported through your exams.
For more information on this role please contact Laura Randall at Lusona on 01698 535 878 or email email@example.com