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- Lunch provided
- Pension plan
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- Prepare client meeting cases in advance.
- Proficiency in Intelligent Office (IO) back office system.
- Previous experience within an Independent Financial Advisor (IFA) environment with comprehensive knowledge of retail investment products.
- Familiarity with SIPP providers, permitted investments, and specialist funds.
- Understanding of industry legislation, including MiFID II, GDPR, and AML.
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IFA Technical Sales Support - Birmingham, United Kingdom - TEMPLEGATE RECRUITMENT LIMITED
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Description
Templegate Recruitment
Specialists in Financial Services Recruitment
Position: IFA Technical Sales Support
Location: Edgbaston, Birmingham (office-based)
Benefits:
Salary: £28,000 - £34,000 depending on experience and qualifications
About the Company:
Currently, we are seeking a Technical Sales Support/Paraplanner to bolster the team of a reputable chartered firm. In this role, you will provide crucial support to a Financial Planner, focusing on the technical aspects of client meetings, including review completion, analysis, opportunity identification, and suitability report composition. A comprehensive understanding of pre and post-retirement planning, investments, and taxation is paramount for success in this role.
Key Responsibilities as a Technical Sales Support:
Requirements:
To apply for this exciting opportunity, submit your application today. If your profile aligns with our criteria, one of our specialist consultants will contact you to discuss the role further and assist with CV submission. During this conversation, we aim to identify your unique skills and motivations and may suggest other relevant opportunities matching your requirements.
Due to the high volume of applications, we regret that we cannot provide individual feedback. If you haven't heard from us within 7 days, please assume that your application has not been successful.