Financial Services - IFA Support
We are seeking a talented individual with a track record (although not essential) in Financial Services and or General Insurance Sales.
Our client, an established 'Award Winning' Financial Services organisation with an excellent reputation in their chosen field of expertise.
You will discuss Financial Products such as Pensions and Investments, build relationships with customers, and pass this information onto the qualified IFA. You may come from a Paraplanning background or something similar would be ideal.
You may come from a Paraplanning background or something similar would be ideal.
This is not necessarily as sales role, but you will need to have a confident and - pleasant telephone manner in order to build relationships and 'fact find' for the IFA and organise appointments for the IFA.
You will help develop business through marketing be given full support and training, in a friendly and as already mentioned, an established office base.
You will be office based and visit customers as and when required.
You may even come from Banking or Sales background and ideally will have face to face experience within some form of Financial Services - again ideally General Insurance within a face to face or telephone based.
You will work with a small team and be fully supported every step of the way.