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Senior Sales Support

Posted 19 February by Oval Recruit Ended

Senior Sales Support

Rickmansworth - £28,000 + Package

A fantastic opportunity has arisen for a highly competent and articulate individual to join a leading Wealth Management Company in a Senior Sales Support role. The company specialises in providing bespoke Wealth Management Advice to HNW individuals and Private Families. This role will involve providing key technical support and ensuring clients are looked after to the highest standards.

Part of the role will comprise of:

  • Liaising with clients and third parties, developing successful and professional relationships
  • Overseeing the work undertaken by junior members of the team, ensuring all correspondence and documentation has been administered and recorded correctly
  • 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
  • Working closely with other departments, taking on additional duties and be prepared to cover as required
  • Continually develop your knowledge of the Investment, Estate Planning and bespoke Wealth Management / Tax products.
  • Follow all compliance processes and procedures

For someone with previous Wealth Management/Advisory/Investment experience, this is an excellent opportunity to operate within a uniquely bespoke environment. Working as part of a very stable, capable team, the company are looking for somebody proactive who can demonstrate working on their own initiative. The company also invest heavily in their staff’s continued professional development.

For more information, please contact Briony Malden

Reference: 34032055

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