Sales Support

2 months ago


Wellington, United Kingdom The FIMS Consultancy Full time

As part of an administrative team, you will support the **4 Financial Advisers (3 of whom are Chartered)** within the firm.

The duties of the role and the compensation will be dependent upon the individual's existing experience to include and not limited to:

- **General Administration.**

Processing Applications.

**Diary Management.**

Liaising with Clients.

**Managing CRM.**

Communicating with Providers.

**Producing Quotes.**

Completing Template Reports.

You will currently or recently have been working within a similar role and have experience in the Financial Advisory Market. A good team player with an eye for detail and a desire to progress and gain professional qualifications.

In terms of qualifications, you will have a minimum GCSE in Maths and English and ideally DipFS or working towards this.

This is an office-based role but can be either full or part-time (min 22 hours) with core hours covered 9.30 - 3.00.

You will be paid a salary in the range of £25-30k pro rata for part-time.

Industry
- Financial Services

**Employment Type**

Full-time / Part-time



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