Lusona Financial Services are looking for an experienced sales support consultant to join a close-knit team of financial advisers and paraplanners. You will be working from lovely high spec offices with good transport links and will be joining a business that continues to enjoy a sustained period of steady growth.
The firm is a modern financial planning operation that sits at the heart of an equally forward looking professional practice. They perform financial planning services to a broad range of clients ranging from wealthy individuals, wealthy families, business owners, charities and trusts, so the work they do can be highly complex. It is not essential that you have excellent technical knowledge, but a firm understanding of pensions, investments and protection work is required.
The position has come about following a retirement within a team which has a very low staff turnover. It is an important position within the team as you will be responsible for a broad range of duties including case load management, processing new business, processing renewals, product provider and client liaison, and helping with technical queries. Beyond this there will be an element of assisting with developing better systems and processes, along with elements of basic finance and compliance.
With this being viewed as a key appointment they have budgeted a salary of up to £35,000 for those who are level 4 qualified and will pay around £30,000 to £32,000 to those who are not. Beyond this you’ll receive good staff benefits and study support will be provided to those that wish to continue their studies.
For further details please contact Chris Connelly via firstname.lastname@example.org or call the office on 01698 440 333.