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Wealth Management / IFA Sales Support Administrator

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  • Ref: JM108

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.

Wealth Management / IFA Sales Support Administrator responsibilities include...

  • 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.

Wealth Management / IFA Sales Support Administrator requirements include...

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

Consultant contact