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Employee Benefits Sales Support, London
- UK - London
- £20k to £25k
- Full-Time Permanent
- Financial Services - Accounting
- ARC Recruitment
- 04-09-08
Job Description
The Employee Benefits practice of this major City IFA, is looking to expand it's support team by taking on three additional Administrators. Other support areas within the office are also expanding as our client has been posting impressive new business figures and this expansion looks set to continue well in to 2008. The role is based around supporting new business development and ongoing advisory business. The main responsibilities are as follows:
• Provide a high level of service to a portfolio of clients.
• Prepare client reports, and or suitability letters.
• Working closely with the Practice Principal and Consultants in development of new business and advisory work.
• Conduct benefit reviews for clients.
• Help prepare client meetings for the Practice Principal or Consultants.
• Produce fee/service agreements for clients.
The main requirements for the roles are that you must have at least two years experience of working within an IFA environment. Technical experience and knowledge of group life and pension products is also vital, as is FPC qualification. A good opportunity to work for an expanding, major player in the IFA sector with good benefits in addition to the basic salary.
• Provide a high level of service to a portfolio of clients.
• Prepare client reports, and or suitability letters.
• Working closely with the Practice Principal and Consultants in development of new business and advisory work.
• Conduct benefit reviews for clients.
• Help prepare client meetings for the Practice Principal or Consultants.
• Produce fee/service agreements for clients.
The main requirements for the roles are that you must have at least two years experience of working within an IFA environment. Technical experience and knowledge of group life and pension products is also vital, as is FPC qualification. A good opportunity to work for an expanding, major player in the IFA sector with good benefits in addition to the basic salary.
- Darren Snell
- ARC/FIN711
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