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Sales Support

Posted 4 January by MB Fitzgerald Ended

We are currently working with a forward thinking financial planning and wealth management business that provides independent advice to individuals, trustees and companies to recruit for a new Sales Support vacancy.

Our client are a highly reputable Financial Planning organisation with offices in Northampton. Their current requirement is for an experienced Financial Planning Sales Support Administrator to join the business to provide technical back office support to a team of Senior Financial Planners.

Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; assisting the Paraplanners (both Individual Life & Pensions and Employee Benefits) i.e. requesting quotations and paperwork.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally have at least 1 years' experience as a minimum. The organisation will provide full support to attain further qualifications and have an excellent benefits package. There will be plenty of opportunities for progression within the business to Paraplanning, leadership or even Advisory positions.

You will be joining a well-known and highly respected organisation where you can start an exciting career.

Reference: 34141015

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