Sales Support - IFA

$22,853 - $33,010 yearly
  • CV Library
  • Wakefield, West Yorkshire
  • Aug 14, 2023

Job Description

My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading. We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations. We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You will have good knowledge of Pensions, Investments, Taxation & Protection products with good GCSE grades or be educated to A level standard with relevant experience and ideally with some knowledge of Regulatory issues. It would be to your advantage if you have started studying towards a Financial Planning Certificate or Diploma In Financial Advice In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $22,853 to a maximum of $33,010. In British Pounds it has a minimum of £18,000 to a maximum of £26,000. In Australian Dollars it has a minimum of $35,184 to a maximum of $50,822.


Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

For more information visit: Courses Overview

High Performance Teams

During this course participants will learn the nine components of a high-performance finance team: purpose and vision alignment effective leadership thriving culture defined roles teamwork strong performance flexibility adaptability and continuous learning.

For more information visit: Courses Overview


Finance leaders are responsible for developing a well-rounded finance function that can keep up with the evolution of your business. During this module you will learn how to lead your finance function become a C-Suite business leader manage people drive the culture; and represent your business externally.

For more information visit: Courses Overview