Sales Support Advisor

Vacancy posted: Thursday, 13 October 2016

Salary: 22K - 24K
Location: Glasgow

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 

s1 says:

This job has been on the site for more than a week and could be removed at any time! Get your application in now before you miss out!Apply now
Contact Name Laura Randall
Telephone 01698535878
Address Lusona Consultancy
Duart House
3 Finch Way
Strathclyde Business Park

About Lusona

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.

View all jobs with Lusona

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