job / sales support chartered wealth management firm east central scotland edinburgh 4077

Sales Support - Chartered Wealth Management Firm - Edinburgh

Financial Services
Ref: 4077 Date Posted: Thursday 06 Dec 2018
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Lusona Financial Services are recruiting for an experienced sales support administrator for a chartered wealth management firm with offices in Glasgow and Edinburgh.

This is an excellent opportunity to join a company with extremely low staff turnover, that promotes from within and are proud of their investors in people award.  They will provide training and support through exams and career development.

As a sales support administrator you will work directly with one adviser and be responsible for processing new business, valuations, switches and disinvestments, contacting providers to obtain information,  assisting with preparation for client meetings, client administration, and dealing with client queries.

Ideally you will currently be working within an IFA practice and have experience in financial services administration.

This role offers a basic salary of up to £26K along with an excellent benefits package.

For further information or to apply please contact Laura Randall at Lusona on 01698 440333 or email