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: jobs@mckenziefox.com
  • 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 jobs@mckenziefox.com or call us on 01624 698900, quoting reference MF151.