Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join this expanding Financial Planning team with a view to gaining further experience and expertise in order to progress into a Paraplanning role within the next 12 months.
Your role will be to provide support to the Advisory and Paraplanning teams covering all areas of Pension, Investment and Tax planning. You will act as the initial point of contact for client queries and well as liaising with product providers. You will ensure that all necessary documentation is in order and that business is processed in a compliant and timely manner. You will also work to develop your technical skills, conducting research and compiling suitability reports. You will receive the necessary training and examination support to achieve Diploma Status.
The successful candidate will have knowledge and understanding of the Financial Planning process, ideally gained within an IFA/Wealth Management practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is essential. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.
This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.
Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service, Pensions, Investments, Paraplanning
- Financial Planning
- Financial Services
- Wealth Management