Sales Support AdvisorVacancy posted: Thursday, 13 October 2016
Salary: £22K - £24K
Lusona Financial Services are looking for experienced Sales Support Advisers or Client Relationship Managers to join a regional IFA based in Glasgow City Centre.
The company are growing and due to increased business levels they have a requirement for additional support for their advisers.
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 advisors either in an IFA (independent financial adviser), restricted financial advisor, 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
Experience with Intelliflo is a prerequisite
For further information please call Laura Randall at Lusona
|Contact Name||Laura Randall|
3 Finch Way
Strathclyde Business Park
LUSONA was formed with one very clear aim as far as your professional career goes. We will consult, we will advise and we will implement YOUR plan. If you are reading this from the position of being able to offer careers to professionals, we again have one very clear aim. Strangely, it is exactly the same. Consult, advise and implement your plan. The fact is, that a successful career and correspondingly a successful business needs the objectives of both employee and employer to be almost symmetrical.
LUSONA have been advising professionals and organisations in the legal and financial arenas for a very, very long time and there is never, ever a substitute for experience. We want to share the benefit of this experience with you.
We want to be different. Inspirationally different.
Established in 2011, Lusona Consultancy has become one of Scotland's fastest growing recruitment companies. We recruit in the professional space, incorporating permanent, temporary and fixed term assignments. Our team operates across offices in Glasgow, Lanarkshire and Edinburgh, and covers every Scottish location. Our specialisms are Accountancy & Finance, Audit & Risk, Financial Services, HR, Legal, Professional Support, Tax, Technology & Data, Technical & Engineering and Executive Search.Company profile View all jobs with Lusona
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