Lusona Financial Services are working exclusively with our client in Glasgow City Centre. They are recruiting for an experienced Sales Support Adviser to join their expanding team. You will work within the administration team providing support to the Financial Advisers and Paraplanners.
You will be responsible for managing client relationships both face to face and over the telephone, attending meetings with advisers to take notes, ensure that paperwork is complete and compliant, carry out research in preparation for client reviews, liaise with providers, updates clients on progress of their files.
This is a fantastic opportunity to join a well established team of support staff and advisers, offering the chance to progress your career and study towards your Level 4 Diploma.
A basic salary of up to £22K with benefits and bonus is available for this role.
Suitable applicants should apply online or contact Laura Randall at Lusona for more information on 01698 535878 or email firstname.lastname@example.org