Job Title: Sales Support / IFA Administrator
Salary: £18 – 25k per annum
Hours: 37.5 hours per week
Job Type: Full time & Permanent
Are you self-motivated with great attention to detail?
Do you have experience of supporting and working with IFA’s?
At Evolution Wealth – part of the Benchmark Capital Group, we are looking for a self-motivated, team playerwith a good eye for detail to join our team.
As a Sales Support / Administrator, you will support the Chartered Financial Advisers by processing applications, servicing clients and general admin support.You will be the first point of contact for clients by receiving visitors, answering phones and responding to emails as well as other administrative duties.
We’d like to hear from you if:
- You have excellent focus, accuracy and attention to detail
- You have a minimum of 12 months Administration experience within Financial Services.
- You are R01, FA1, FA2 Qualified, or looking to qualify
- You have good Microsoft office skills including excel
- You are a motivated, team player who is able to use their own initiative
Experience of using Fact Find and Risk Profile’s would be advantageous.
We have a comprehensive benefits package, including:
- Holiday entitlement starts at 22 days, rising to 25 days plus bank holidays
- Onsite parking
- Up to 5% pension contribution
- Study Support
- Private healthcare
- Death in service
If you think you would make an excellent and valued member of the Client Solutions team and your skills and experience match the job requirements, please forward your CV and Cover letter.
Evolution Wealth are an equal opportunities employer, this means it is our policy to provide equal employment opportunities to all qualified persons and to recruit, hire, train and promotepersons in all jobs without regard to race, colour, religion, sex, national origin, disability or sexual orientation.