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1 Technical Support Sales Jobs in Worcestershire

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IDEX Consulting LLP (1)

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£0 - £10,000 (1)

IFA Sales Support
IFA Sales Support Worcestershire ?18,000 to ?20,000 plus benefits Idex Consulting has been retained by this top quality professional practice which has a highly regarded financial planning team that provides advice to both HNW private individuals and corporate clients. They now wish to add a sales support to work alongside a busy Director to assist with technical and administration duties. You will be responsible for:- ? Processing of applications ? Servicing existing business ? Research ? Generating quotations, illustrations and valuations ? Liaising with provides ? Database management ? Regular contact directly with clients ? Organising appointments/diary system ? Putting together packs ? Client servicing ? processing letters of authority obtaining up to date values The ideal candidate will have experience of working in an IFA sales support role with exposure to the full range of financial planning across pensions, investments and protection. Progress towards the industry exams is desirable. Benefits include 23 days holiday per annum plus bank holidays, Flexi Time, GPP, DIS, PHI, Healthcare Plan, Simply Health Scheme. Please visit for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT