Sales Support - Financial Services

Posted 20 February by Lloyd Recruitment Services Ltd

Sales Support - Financial Services

Based: Guildford, Surrey

Salary: To £22,000 - £25,000 + Benefits

I am recruiting on behalf of an award winning financial services provider who are keen to recruit an articulate, business orientated individual to join their business development team.

The primary function of the role will be sales support while the successful candidate learns the sector and familiarises with client base. The role is varied and includes some marketing aspects too.

Initial Responsibilities

  • Completing due diligence reports & surveys from Financial Advisers
  • Various new business MI
  • Maintaining financial promotions register for Compliance reasons
  • Sending articles written by & financial publications
  • Customer Satisfaction Questionnaires - collating data
  • Writing minutes for marketing meetings
  • Updating website
  • Helping with seminars - invites, booking venues, attending, cpd certs
  • Keeping track of invoices, updating team Budget spreadsheet
  • Updating literature
  • Checking and coordinating new business applications/paperwork and submitting to then admin team.
  • Maintaining introducer database
  • Preparing SIPP illustrations
  • Taking/fielding phone calls
  • Organising online access for clients & advisers
  • Ordering stationery
  • Reading / google alerts, financial publications looking for references
  • Liaising with design companies
  • Monitoring Enquiries mail box

Experience / Personal Attributes Required

  • Experience in an office based administrative/support role - essential
  • Financial Services/Pensions experience preferred
  • Ability to multi task
  • Numerate with intermediate Microsoft office skills
  • Articulate with ability to speak to high net worth individuals and senior level staff
  • Commercially aware and success driven
  • Financially motivated
  • Graduate in Business Management would be highly desirable
  • Good team player with excellent communication skills

Please note - Due to the high volume of applications, only those that are shortlisted will be contacted.

Additional Keywords: Pension, Financial Services, GPP, Defines Benefits, Defined Contribution, Final Salary, Money Purchase, Employee Benefits, SIPP, Self Invested Personal Pensions, SSAS, Small Self Administered Schemes, Flexible Benefits, Sales Support, Administrator, Trainee Business Development, Business Management, Business Studies, Paraplanner

Reference: 34518532

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