Regulated Sales Support

Regulated Sales Support

Job Title: Regulated Sales Support
Contract Type: Permanent
Location: Consett
Salary: £19000 - £24000 per annum
Start Date: 2016-12-08
Reference: RSS21
Contact Name: Gary Raine
Contact Email:
Job Published: December 21, 2016 11:08

Job Description

An exciting opportunity exists to join a highly prestigious and growing wealth management firm in a key client support capacity.  Our client is well known and growing brand who operate from a number of office across the UK


A brief over view of the duties involved are below:
  • Processing of new business both manually and electronically
  • Database management and the maintenance of Client files and records
  • Liaising with both Advisors and Clients
  • Processing of new business within deadlines and working in a complaint

The opportunity will give you the chance to work with HNW clients, chartered financial planners and deal with interesting and often complex financial planning needs.


You will hold some previous experience of working within an IFA support capacity and enjoying working within a vibrant team environment, some progress towards qualifications within financial planning are desirable but applications will also be considered from experienced administrators / paraplanners without qualifications.


 On offer is a negotiable basic salary to £24k dependent on experience and qualifications.