IFA Support

IFA Administrator  / Sales  Support

This highly regarded IFA has an immediate requirement for a Sales Support Administrator.
The position will focus on the provision of middle office support function the Financial Planners / IFAs including -
• Checking and processing new business applications.
• Maintaining contact with Life companies and Product Providers.
• Track and reconcile commission payments.
• Use of 1st Software or Prestwood back-office systems
• Providing exceptional levels of service at all times.
Candidates will have relevant experience, ideally gained in an IFA or other financial services environment.
 
FPC or equivalent is preferred.