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Wealth Management / IFA Sales Support Administrator

Posted 22 February by Cathedral Appointments Ltd Easy Apply Ended

My client is looking for an enthusiastic Sales Support Administrator to join their highly successful Financial Services team based in Plymouth.

Able to demonstrate previous Sales Support experience within an IFA, tied agent or life assurance environment, you will be joining part of a growing and dynamic Sunday Times Top 100.

You will be part of a small sales support and financial planning admin team that provides administration and sales support to consultants.

  • Diary and appointment management

  • Requesting and checking quotations using e-platforms.

  • Processing "new business", ensuring checks have been completed in readiness to submit proposals to the provider

  • Monitoring new business pipeline through to completion

  • Handling general "after-sales" enquiries, including general support to Consultants, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.

  • General Administration such as preparing letters to clients.

This is a great opportunity to join a small highly specialist team within an organisation that can offer a modern and contemporary working environment.

You will have:

  • Previous Sales Support Administration Experience gained from within a Financial Services Environment.

  • Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education (minimum of 9 GCSE’s or equivalent) grades A-C

  • A good working knowledge of Intelligent office would be highly advantageous

  • A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines

You will be:

  • Extremely well organised with excellent communication and interpersonal skills.

  • A flexible team player who thrives in a fast paced working environment

  • Able to multi-task, possessing excellent attention to detail and used to working to tight deadlines.

Company Benefits:

  • Competitive salary with annual review and access to our Benefits Choice Platform

  • 25 days holiday plus bank holidays dependent on grade

  • 36.25 hours per week - part time considered

  • Life Assurance (3 x Salary)

  • Personal Pension - Employer 3%, Employee min 2%

  • Critical Illness Scheme

  • Fully paid health scheme after probationary period via Simplyhealth plus Contributory Private Health Scheme

Reference: 31116380

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