IFA Sales Support

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Lusona Financial Services have a fantastic opportunity for an experienced Sales Support Adviser or Client Relationship Manager to join an IFA based in Fife to support a team of financial advisers.  The team is made up of Private Independent Financial Advisers and requires someone to join their team that is currently working in an IFA environment supporting Advisers.

Responsibilities will include assisting the adviser in managing client relationships, attending client meetings and taking notes, acting as the main point of contact and managing cases/tasks from start to finish, ensuring that paperwork is complete and compliant, research and preparation for client reviews, updating notes on cases, liaising with providers and dealing with telephone enquiries.  Ideally, you will have experience in using Intelligent Office.

This is a fantastic opportunity to join a forward-thinking company that is looking for someone who is driven and adaptable to change.  The basic salary for this role is negotiable up to £27K, with a fantastic benefits package including pension and study support. 

For more information on this role please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk

16 May 2022
Financial Services
Sales Support (Private Client)
0141 530 4333