Tag(s)

that best describe this job:
IFA Sales Support
Paraplanner

Qualifications:
Part Professional Qualification

Contact name:
Iain Cahoon

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Description

Sales Support Administrator – IFA Practice

Access Recruitment has been appointed by our client to recruit a Sales Support Administrator .

The company

My client is a well established, well known local IFA practice. They work with corporate and private clients across Northern Ireland providing advice in areas such as pension planning, investment, IHT planning, mortgages and protection of assets.

The role

You will be providing sales support services, including:
Preparing valuations
Preparing illustrations, application forms and meeting packs
Organising compliance documentation
Liaising with clients and with product providers
Assisting with product research
Assisting with Suitability Reports
Entering and updating client details on back-office system
Scanning and electronically filing documents
Other general administration duties as required

The person

You will have at least 2 year’s experience in a similar role in an IFA environment
You will have experience in dealing with pensions, investments and protection matters, and know your way around the various providers’ websites/extranets.
You will be an enthusiastic and motivated self-starter who pays great attention to detail
You will be experienced in using an IFA back-office system

The rewards

The successful candidate will enjoy an attractive remuneration package that is negotiable, depending on experience.

To apply

Applications are to be made through Access Recruitment by emailing your CV to us via the link on the job board.

About Access Recruitment

Access Recruitment is the recruiter of choice for a large and growing number of employers in Northern Ireland. We are a member of the Recruitment & Employment Confederation, which is the representative body of the recruitment and employment industry. We adhere to the REC Code of Professional Practice which creates a clear framework of values and principles, and actively demonstrates our commitment to professional and ethical recruitment.

Access Recruitment acts as an Employment Agency for permanent positions and as an Employment Business for temporary positions.

In the event that we receive large numbers of applications for this position only those matching the criteria will be contacted.

Contact us:
T 028 9043 6678
M 07798 844546
NIjobs - 11 months ago