We are recruiting for a brilliant opportunity that has come up with one of our top clients. This is a rare opportunity as its ideal for someone who is looking to progress in the financial services sector. If you are a Graduate this may be suitable !!!!
My client is a super well established IFA who is looking to expand the IFA support team and have a someone dedicated on New Business Support and the Valuations team.
The role requires you to carry out the day to day New business function for the IFA. This will involve whole of market products and you will be responsible for your own clients administration. The opportunity with this company is great, they are looking for someone who wants to develop and grow in the role. They offer lots of support options in respect of studying and to then progress in role as you gain the relevant experience/qualifications.
Some of the duties will involve:
Checking that all paper work is present
Assisting with booking in client reviews
Gathering provider information
Assisting with Commissions
New Business Apps
For this role you will need to have a degree in Business or Economics, or have worked in the financial services sector previously ideally within a IFA practice area, however this is not essential.
Salary is competitive, please contact me if you would like to know more
or apply on the Dynamite recruitment website or call 02392 455422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.