As my client is looking to grow his firm, he is also looking for a more Experienced IFA Support Officer alongside his Junior officer.
As an Experienced IFA Support Officer, you will be responsible for the processing of new business applications, servicing existing business, process quotations and valuations, database management... and regular contact directly with clients and product providers. These roles and responsibilities must be achieved at a more senior level.
As one of the most progressive firms on the market, you’ll be a part of its growing success with exceptional salary structure and a generous holiday allowance.
You must, at a more senior capacity
• Must have experience in processing new business and servicing existing business
• You must have a passion and interest in Financial Services, particularly Financial Planning
• Have a positive and proactive attitude, a can-do outlook and you are a real team player.
• Must have experience in a Financial Planning Administrative capacity This a great opportunity to join a successful team with a firm who is known as an employer of choice.
To discuss the full details in confidence, please do not hesitate to contact me, Robert Smith at HRC Recruitment, Edinburgh.