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NEW ROLE - IFA SALES SUPPORT GLASGOW

Posted 14 March by Reed Insurance Featured Ended
We are looking for an enthusiastic IFA Sales Support Administrator to join an expanding Financial Services team based in Glasgow.

Able to demonstrate previous Sales Support experience within an IFA, you will be joining part of a growing and dynamic Award Winning Employer.

You will be part of a large sales support and Paraplanner team in Glasgow City centre who provide administration and sales support to consultants.

Whilst compliance is a big part of the job, being pro-active in supporting Consultants working with clients across the region, your varied day will include:

• Requesting and checking quotations using e-platforms.
• Processing “new business”, ensuring checks have been completed in readiness to submit proposals to the provider
• Monitoring new business pipeline through to completion
• Handling general “after-sales” enquiries, including general support to Consultants, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
• Diary and appointment management
• General Administration such as preparing letters to clients.
This is a great opportunity to join a large highly specialist team within an organisation that can offer a modern and contemporary working environment.

You will have:
• Previous sales support administration experience gained from within an IFA environment.
• Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education
• A good working knowledge of Intelligent office would be highly advantageous
• A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines

You will be:
• Extremely well organised with excellent communication and interpersonal skills.
• A flexible team player who thrives in a fast paced working environment
• Able to multi-task, possessing excellent attention to detail and used to working to tight deadlines.

To apply, please email your CV to roisin.convery@reedglobal.com.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34679335

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