IFA Sales Support Administrator

Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm.

Specifically assisting the firms Financial Planners with day-to-day client management.

Role and

responsibilities

To always have the customer at the heart of everything you do.

Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advi…