• 20 October 2008
• Reference: JR204351

• Sales Support Administrator/Paraplanner - Edinburgh

• Edinburgh Negotiable Permanent

Position: Sales Support Administrator/Paraplanner
Salary: Negotiable
JR Reference: 204351

Our Client, a prestigious Professional Services firm are currently seeking a professional individual to join their IFA arm as a Sales Support Administrator/Paraplanner. Salary is negotiable dependent on experience but likely to be in the region of £18 - £23,000. This role is working in a small team dealing with high net worth individuals.


Responsibilities for the role of Sales Support Administrator/Paraplanner:

You will provide full administration of all Life Assurance, Investment and Pension products.
Priovide fantastic customer service to Clients including annual valuation reports.
You will prepare illustrations for both new and existing clients.
Liaise daily with both Clients and Life Companies.


Key skills required for role of Sales Support Administrator/Paraplanner:

You will have experience of processing Life Assurance, Investment and Pension Products.
You will be currently working within an IFA firm.
Full FPC or Certificate in Finacial Planning is essential.


To apply for the role of Sales Support/Paraplanner role please click the button below.

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Keywords related to this job

• Life & Pensions,
• Administration / Sales Support,
• Edinburgh,
• Permanent,
• Financial Advisors,
• Sales Support