|Location||Horsham, United Kingdom|
|Date Posted||24th January 2019|
Client Services / Sales Support
|Professional Quals||FA1 with experience of working in in financial services|
|Hiring Company||Recruitment Connection Ltd|
My client is a well-established and successful IFA specialising in investments and pensions. The role will provide full administration support to all IFA advisers and assist with any general queries.
This an excellent role to gain training and experience in a financial services, IFA, company
Ideally you will have some previous experience within the financial services industry especially in investments and pensions and have FA1.
You will be responsible for research of investments, pensions etc., for new and existing clients. For the preparation and submission of new business applications, including obtaining illustrations/quotations, product literature and ensuring all compliance requirements have been met. You will also be updating back office systems to include details of new investments and fees once cases are complete.