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Sales Support Administrator

  • Haywards Heath, West Sussex
  • £22,000 - £26,000 per annum
  • 9 applications
  • Job type: Permanent, full-time
  • Date:
  • Reference: 21130039

Do you have strong Financial Services Support experience and the desire to further your career within a leading Wealth Management firm?

Due to continued growth and success in providing bespoke financial solutions to HNW individuals, this leading IFA seeks to recruit a skilled Technical Administrator to join their Technical team. Your role will be to provide support to the Paraplanners and experienced Consultants. You will form part of a national technical team, who share resources and information, which is designed to ensure that all paraplanners and advisors are kept up to date with the latest technical and market information.

The successful candidate will deal with fact find documentation passed from the Advisors, providing technical assistance and report writing services as well as conducting in depth analysis into the client needs.

To be considered for this role, you will be able to demonstrate strong Financial Services knowledge gained within a Sales Support or Paraplanning role, ideally within the HNW IFA arena. You will have strong technical knowledge covering Pensions, Investments and IHT planning and be FPC/CFP qualified with the desire to undertake further qualifications.

This is an excellent opportunity for a self motivate and ambitious individual seeking to enhance their career within a market leading organisation.

Financial Services Jobs, Sales Support Jobs, Paraplanning Jobs, IFA.

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