Sales Support Adviser - National Financial Planning Business

£Up to £25K plus benefits package

Lusona Financial Services are recruiting for a Sales Support Adviser for a National Financial Planning Business to work in their office in Edinburgh.  Based in a central location, the client offers flexible working, luxury offices, and career progression which includes study support.

You will provide admin and technical support to the Financial Planning Team including Paraplanners ensuring that client relationships are at the forefront of our your mind at all times. Responsible for updating the company WRAP platform and ensuring all client data files are up to date, you will produce letters, quotes, deal with client enquiries.

Keeping up to date with any legislative changes and adapting to new procedures is a key part of this role as is maintaining accuracy with transactions and spotting and highlighting any queries.  Excellent communication skills are essential as you will be dealing with clients and colleagues throughout various different departments and locations within the company.

This is a fantastic opportunity to join a forward thinking company who is looking for someone who is driven and adaptable to change.  They will welcome applications from IFA Sales Support Administrators, Product Providers or Life Office Background.  Experience in pensions and platforms would be beneficial but is not essential.

The basic salary for this role is negotiable up to £25K, with a fantastic benefits package including pension, private healthcare, study support and flexible working hours.

For more information on this role please contact Laura Randall at Lusona.

Application Details

Laura Randall
Lusona Consultancy
Duart House
3 Finch Way
Strathclyde Business Park

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