New vacancy – Experienced Financial Services Sales Support

We currently have a vacancy for an experienced Financial Services Sales Support person. They are required to take over sales support administration tasks with some para planner responsibility from an advancing member. The role will include:

  • New business processing
  • New business pipeline chasing
  • Rebalancing client portfolios and fund switching
  • Obtaining quotes, key features and research material (file preparation)
  • Fund/Model Portfolio comparison reports (fund research)
  • Risk Analysis Reports
  • Transfer Value Analysis Systems Reports (TVAS)
  • Suitability Reports
  • Portfolio Metrix set up and processing (DFM Service)
  • RSM Model Portfolios ongoing management and quarterly updates
  • Admin support
  • Client enquiries

It is preferable if the candidate is working towards level 4 but it is not essential. If you are interested in this role and would like to receive further details please contact ray@utopia-group.com