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 firstname.lastname@example.org