Trainee Ifa Sales Support Admin - Bordon, United Kingdom - Coast Specialist Recruitment

Coast Specialist Recruitment

Verified Company

Bordon, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This is the ideal way to develop a long term career within Financial Services.
If you are seeking a full time, office based role ( with one day study leave to take RO examinations) this is ideal

The role:

Main Duties (after training) you will be able to;

Learn and understand the firm's new and existing client processes [Private and Corporate clients].
How to set up a client file and the requirements of the FCA our regulator.
Learn how to deliver our very personalised and highquality service
Learn to prepare annual review documents for clients
Obtain information from providers and Clients concerning existing arrangements
Learn how to prepare client valuations
Input all client information into our backoffice system (leading industry software)
Liaise with adviser(s) and in due course clients
Learn to deal with client and provider correspondence
In the first 12/18 months, the client will discuss and map out further career progression

The role offers a competitive and comprehensive package inc basic salary c £23-£25k

Interviews available immediately