تويت
IFA Sales Support - Professional Recruitment
Job description
Do you have proven Sales Support skills within an IFA practice?
Are you Client focussed with a strong work ethic?
I am recruiting for a Wealth Management firm who need an experienced Sales Support Consultant to join their team.
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Responsibilities
Establish and build strong relationships with clients and maintain a strong customer focus throughout
Ensure effective communication with the Financial Adviser to understand the client’s needs
Effectively assess a client’s risk profile and risk requirement / capacity
Prepare information / comparisons for analysis by Financial Adviser
Liaise with the compliance department for authorisation / guidance where required
Ensure all research and client communication is documented and recorded in accordance with company processes and guidelines
Job Details
Date Posted: 2017-12-15 Job Location: Bristol, United Kingdom Job Role: Sales Company Industry: Other
Preferred Candidate
Career Level: Mid Career
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