Administration Support/sales Support Administrator
3 weeks ago
We are looking for an Independent Financial Advisory (IFA) Sales Support Administrator to join our expanding financial services team. Working within a highly specialist team, this role will give you the opportunity to take on a varied and fast-paced sales support position within an ambitious firm.
This position will suit a financial services administrator who takes pride in producing quality pieces of work.
This is a part-time role that could be 3 or 4 days a week.
Handling general “after-sales” enquiries, including providing general support to consultants, preparation of valuations, change of address/agency/name; death claims; maturities and policy information for providers
General administration such as preparing client letters
Previous sales support administration experience gained from within a financial services environment
A good working knowledge of Intelligent office would be highly advantageous
Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. to entrepreneurs and private individuals; Bishop Fleming has a wealth of knowledge and experience in areas such as internal and external audit, corporate and personal tax, corporate finance and deals and accounting services.
Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.
We are a firm that thinks clients, people and communities. As a member of Business in the Community (BITC) we are focussed on improving our responsible business practices and collectively making positive impacts for the benefit of society.
A contributory Pension scheme
Life assurance
Simply Health cashback plan including access to 24/7 online GP service and counselling services
Perkbox discounts and rewards platform with over 4,00 perks and discounts
Social events with active social committees that plan internal and external events
Numerous opportunities for career development
We welcome applicants who would like the flexibility in their working arrangements, including working from home or part time working, which may help to accommodate parent or carer responsibilities, further studies and activities outside of work.
That's why we're committed to equality of opportunity, diversity and inclusion at every level.
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