Financial Services Sales Support
A medium sized, financially stable and successful Independent Financial Advisor. With a low staff turnover that continually looks to train, develop and progress their current employees.The RoleWorking in a technical administration/sales support role as part of the already strong administration team, your daily duties would be varied and could include working with;* New business submission and follow up* Fund switch calculations* Research * Pension transfer calculations (TVAS)* Writing Suitability Reports* Investment Committee* Client personal and SIPP valuations* Dealing with client/IFA/Solicitor/Accountant queries* CGT Calculations* Dealing with compliance related issuesThe PersonFor this excellent opportunity you should have experience in the Financial Services industry and above all be numerate, literate and willing to learn and progress. An understanding of Avelo/First Software and Adviser Office database would be an advantage too.The BenefitsAn excellent salary of up to £22,000 with holiday and a good benefits package is available here for the right candidate.PMH1203-243 - Financial Service Sales Support Position- is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, compliance, pensions, group risk, paraplanners, sales support, T&C etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.
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