Financial Adviser - Sales Support

  • Job Reference: MF151
  • Date Posted: 31 August 2018
  • Recruiter: McKenzie Fox Limited
  • Location: Douglas, Isle of Man
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email:
  • Telephone: 01624 698900

Job Description

Our client is currently seeking a Sales Support Officer to join their Financial Adviser team.

Responsibilities include but are not limited to providing a high level of support to the Advisers and their clients, assisting the Advisers with completing fact-finds in client meetings, assisting in the preparation of compliant client financial plan reports and assisting with reviewing ongoing performance of financial plans.

The successful candidate will have 5 years' experience in a Financial Services environment. 

This is a great opportunity to further your career as eventual progression to Manager level would be expected.

To discuss this role further please email your CV to or call us on 01624 698900, quoting reference MF151.