| Status : | Archived |
| Sector : | Finance |
| Location : | London / M25 area, South East and North |
| Salary : | £30 - £40k per annum |
| Age : | 4 weeks |
| myJobs : | Login | Register |
| More : | Finance jobs |
An exciting opportunity to join this growing and already highly successful wrap platform.
Responsibilities will include:-
• Build a relationship with respective Sales Manager(s)
• Build a relationship with newly recruited IFA businesses and branch offices.
• Establish the level of understanding and comfort of the IFA firm with the platform
• Develop a training program to reflect that level of understanding
• Train adviser users of the wrap how to identify target clients and present it to those clients
• Train adviser users of the Wrap how to set up clients, transfer assets and trade
• Train administration users of the Wrap how to set up clients, identify clients, undertake administrative tasks including in-specie transfers
• Establish a relationship between administrators and the IFA Service Team
• Build a relationship with IFA Service Team.
Qualifications required:-
Ideally some financial adviser qualifications or training qualifications gained preferably in Financial Services and in a IFA facing business.
Your experience must include:-
• IT literate with knowledge of Internet and Microsoft Word, Excel
• Web experience
• Training experience
• Knowledge of IFAs
• Committed to providing a high standard
• Ideally some experience with IFA back office vendors, IFA administartion training, accountancy or legal profession back office systems training
To apply for this role, please don't hesitate in contacting Kate Lamberth on 01225 335500 or email your CV to kate@sjcrecruitment.com