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 firstname.lastname@example.org or call us on 01624 698900, quoting reference MF151.