Lusona Financial Services are recruiting for a Sales Support Adviser for a local IFA based in Glasgow city centre within 5 minutes walking distance from Glasgow Central and Glasgow Queen Street train station.
This company deals with private clients providing advice on pensions, protection, insurance, mortgages and tax planning.
You will work with the Financial Advisers and Paraplanner and be responsible for greeting clients when they come into the office, processing new business and renewals, updating back office system (intelliflo), reviews and post reviews, valuations, scanning mail onto the system, preparing packs for meetings, and updating fact finds.
We will consider applications from experienced sales support advisers or someone from a product provider background.
The basic salary for this role is up to £25K.
For further information or to apply please contact Laura Randall at Lusona via firstname.lastname@example.org or call the office on 01698 440333.