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IFA Client Support

Permanent  for Search Consultancy in Liverpool

IFA & Client SupportLiverpool City CentreUp to £19,000 + BenefitsOur client are a Financial Services organisation based in Liverpool City Centre seeking to appoint a candidate with wealth of industry experience to provide support to the company IFAs and their clients. This organisation is long established, having enjoyed continuous growth and made heavy investment in the future. This opportunity offers a long-term career path for the right candidate.Key duties and responsibilities involve:* Liaise with clients and allocate enquiries to the advice team* Update the Intelligent Office back office system and create tasks for the advisers to follow up on* Producing annuity and protection quotes* Process mortgage enquiries obtained by the Advisers* Promote the company image and services at all timesTo be considered, you will need excellent working knowledge of all regulated financial services products and the FSA regulatory framework. Progress made towards the Financial Planning Certificate will be distinctly advantageous. If you meet the criteria above and for further information please contact Antonia Mihaylova at Search Financial Services in Liverpool DD – 229 5525 or send your most recent CV to antonia.mihaylova@search.co.ukPLEASE NOTE APPLICATIONS FROM INDIVIDUALS WITHOUT RELEVANT EXPERIENCE WILL BE DELETED WITHOUT ACKNOWLEDGEMENT

Job added on 30-06-2014