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Senior Sales Support / Administrator

Posted 12 April by Oval Recruit Ended

Senior Sales Support / Administrator

Guildford - £30,000 + Package

An excellent opportunity has arisen for a highly motivated and competent individual to join a large Financial Services Company who are continuing to expand. Working within their technical support team, you will be joining a leading company who focus on the provision of holistic, independent financial planning services.

The role will involve:

  • Assisting with training and checking of work undertaken by junior members of the team and may include mentoring
  • Following up on any actions points arising from client meetings and preparing draft Planner correspondence
  • Providing senior and technical administrative support to the team and consultants
  • Managing New Business processes and the onboarding of new clients
  • Liaising with clients and third parties, developing successful and professional relationships
  • Working closely with other departments, taking on additional duties and projects as required
  • Developing your knowledge and be willing to complete sponsored qualifications/training
  • Follow all compliance processes and procedures

This is a great opportunity for someone with extensive administration experience gained within an IFA environment, looking to fit right in within a company willing to invest in your continued professional development. Working as part of a multi-disciplined team, the company are looking for someone with a positive 'can-do’ attitude they can support and mentor. To apply, previous technical report writing skills would be advantageous although not essential. It is essential you are working towards or have achieved your Certificate in Financial Planning or Certificate in Financial Administration.

For more information, please contact Briony Malden

Required skills

  • Administrative
  • Financial Services

Reference: 34013895

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