Sales Support Administrator/ Front of House (Financial Planning)

Due to a long term member of staff retiring we are recruiting for a financial planning practice based in Walton on Thames, they are looking for a sales support administrator who will also be responsible for the front of house.

The ideal candidate will have experience of working within a financial planning practice, and will have a working knowledge of "Intelligent Office/ Intelliflo" back office system.

Duties will include:

  • Produce valuations
  • Sort post
  • Answer the phone
  • Client meet and greet
  • Some admin duties
  • letters of authority
  • post sales admin

Package, £19-22k, with full exam support, private medical cover, up to 8% matching pension contribution and offering 23.5 days annual leave, cycle to work scheme. Working hours are Monday to Friday 8.30am to 5 pm.

Required skills

  • Admin
  • Financial Planning
  • Valuations

Application question

Do you have 12 months current, relevant experience within Financial Planning?

Reference: 34502574

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