Sales Support Administrator

Posted 13 March by Synchronicity Group Featured

Sales Support Administrator Up to £35k

My client is recruiting for a Senior Administrator/Sales support position where you’ll get involved in a range of different processes giving you exposure to Paraplanning and Advice all as part of your varied day to day. They are looking to strengthen the Support team and are specifically looking to appoint someone already has exposure and experience within an IFA or Wealth Manager.

This role will have responsibilities such as helping to manage your advisor’s diary, carrying out prep of valuations, processing client applications and it will also involve basic Paraplanning such as report writing giving you more exposure into a more techincal role.

They are an excellent business and have a brilliant retention rate and real family feel whilst maintaining a professional and successful business, many of the staff we have recruited for this company still thank us for helping them find a role in this business.

This is a great opportunity to work with a fantastic business that is both highly professional and brilliant at what they do. It would give you very real and credible opportunity to enhance and develop your technical skills alongside offering a lot of career scope going forwards within a very strong and technical team.

If you are interested in this position and have the relevant skills & experience then please apply by sending through your CV or call for more information.

Required skills

  • Administrative Support
  • Financial Planning
  • Paraplanning
  • Report Writing
  • Sales Support

Application question

Do you have previous IFA Admin experience?

Reference: 34677048

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