job / sales support west central scotland glasgow 3309

Sales Support - Glasgow

5% Pension, PHI, Discretionary Bonus - Financial Sector - Financial Services
Ref: 3309 Date Posted: Tuesday 22 May 2018
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Lusona Financial Services are looking for experienced Sales Support Advisers to join an IFA practice based in Glasgow.

With the team being made up of both private client and corporate financial planners they are open minded if your expertise lies in either, but you must have worked with financial advisers either in an IFA (independent financial adviser), restricted financial adviser, wealth management or similar environment.

Responsibilities will include:

Assisting advisers in managing client relationships

Attending client meetings to support advisers and take notes

Acting as a main point of contact and managing cases/tasks from start to finish

Ensuring that paperwork is complete and compliant

Research and preparation of client reviews

Keeping tasks and case notes up-to-date

Liaising with providers

Customer service and telephone answering

 

For further information please call Laura Randall at Lusona on 01698 535878 or email laurar@lusona.co.uk