Ifa Sales Support Administrator

2 months ago


Worthing, United Kingdom Reset Recruitment Full time

**IFA Sales Support (Financial services)**

**Location: Lancing**

**Salary: £22k - £26k + bonus + overtime and great benefit package**

**Hours: Mon-Fri 9am-17.30pm Hybrid after probation period**

**Free parking**

Do you want to work for a highly reputable and professional financial services organisation that offers a friendly working environment, career progression and the opportunity for further study?

Due to expansion, I have an exciting opportunity within my clints financial services department to join their expanding team offering sales support to the financial advisers in their Lancing office.

**Responsibilities**:

- Supporting the financial adviser with wealth management administration.
- Photocopying and keeping client records up to date.
- Preparing documentation and valuations.
- Coordinating incoming and outgoing post.
- Booking meetings and general day to day support.
- Uploading information onto provider platforms.
- Proven experience within financial services in a sales support role
- Excellent IT skills inclusive of using provider platforms.
- Great communication and organisation skills with the ability to meet strict deadlines.
- Great attention to detail.
- Confident and proactive approach and enjoy working in a busy working environment.

This is a fantastic opportunity to join a highly reputable organisation, to be considered for this role please send your CV ASAP

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£26,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee discount
- Financial planning services
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Store discount

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Worthing, West Sussex: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: 1589


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