Overview

   A well established small niche IFA requires an experienced Sales Support/Report Writer to join their existing administration team working with 3 IFA’s, offering full admin support and report writing. This role would suit an experienced Sales Support individual wishing to progress to a senior or report writing role or an experienced IFA, Financial Advisor or other sales individual with the relevant knowledge and experience that is looking to move away from the sales side of the industry due to the many changes and the RDR looming

Main Duties

A rare opportunity has arisen due to the increase of business written for a Senior Sales Support or Sales Support or Report Writer with Financial Services experience and ideally either the FPC or CeFA qualifications to join a well run, family orientated IFA practice in the Sittingbourne area.

Key Skills

Applications will only be considered from experienced Financial Services individuals possessing a good working knowledge of the industry and ideally working towards or possessing either the full CeFA, FPC or CF qualifications. However, applications will be considered from individuals with the relevant Financial Services experience but working towards the relevant qualifications. 

Summary

A well established small niche IFA requires an experienced Sales Support/Report Writer to join their existing administration team working with 3 IFA’s, offering full admin support and report writing. This role would suit an experienced Sales Support individual wishing to progress to a senior or report writing role or an experienced IFA, Financial Advisor or other sales individual with the relevant knowledge and experience that is looking to move away from the sales side of the industry due to the many changes and the RDR looming