Sales Support Administrator for Financial Planners

2 months ago


Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

We are seeking a highly organized and technically skilled Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will provide efficient support to our Financial Planners, ensuring seamless client interactions and timely completion of tasks.

Key Responsibilities:

  • Provide pre-sales research and preparation of Suitability Reports, processing, and liaison with product providers and clients in a timely manner.
  • Support the preparation of valuations and client review documentation to facilitate efficient client meetings.
  • Offer post-meeting support to consultants, ensuring accurate completion of tasks within agreed timescales.

Requirements:

  • Highly organized with excellent technical knowledge and ability to plan and prioritize assignments in a fast-paced environment.
  • Solid understanding of life, pensions, and investment contracts, as well as regulatory and compliance requirements.
  • Experience with IRESS/Adviser Office software and Financial Express Analytics is highly desirable.
  • Excellent verbal and written communication skills, with the ability to build and maintain relationships with clients.
  • Proven IFA background in a similar role, with a strong understanding of the financial services industry.
  • IT literacy, team player, and a willingness to adapt to new challenges and ideas.

This is an excellent opportunity for an experienced professional to join a reputable IFA firm in an IFA Advisor Support role.



  • Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    **Job Title:** Financial Administrator**Job Summary:** We are seeking a highly skilled Financial Administrator to join our team at Page Personnel Sales. As a key member of our finance department, you will be responsible for ensuring the smooth operation of our financial processes.**Key Responsibilities:**Monitor and manage customer monies, advising the...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organised and technically skilled Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will provide efficient new business support for our Financial Planners, including pre-sales research, Suitability Reports, and compliance requirements.Key responsibilities will include:Providing timely and...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking an experienced Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing efficient new business support for advisers, including pre-sales research and preparation of Suitability Reports, processing, liaising with product providers and clients in a timely manner, and...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a skilled Financial Planning Support Administrator to join their team in Godalming. As a Sales Support Administrator, you will provide efficient new business support for financial planners, including pre-sales research, Suitability Reports, and compliance requirements. Your duties will include:Key Responsibilities:Providing...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organised and technically skilled Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will provide efficient new business support for our Financial Planners, including pre-sales research and preparation of Suitability Reports, processing, liaising with product providers and clients in a...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and technically skilled Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing efficient new business support to our team of Financial Planners.Key Responsibilities:• Provide pre-sales research and preparation of Suitability Reports, processing, and...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and technically skilled Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing efficient new business support to our team of Financial Planners.Key Responsibilities:• Provide pre-sales research and preparation of Suitability Reports, processing, and...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and technically skilled Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will provide efficient support to our Financial Planners, ensuring seamless client interactions and timely completion of tasks.Key Responsibilities:Provide pre-sales research and preparation of Suitability...


  • Godalming, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and technically skilled Sales Support Administrator to join our team at Blakemore Recruitment. The successful candidate will provide efficient support to our Financial Planners, ensuring seamless client interactions and timely completion of tasks.Key Responsibilities:Provide pre-sales research and preparation of Suitability...


  • Godalming, Surrey, United Kingdom Caper & Berry Full time

    Senior Sales Executive/Event PlannerCaper & Berry, a luxury event caterer, is seeking a highly motivated and experienced Senior Sales Executive/Event Planner to join our team based at our Head Office in Eashing, Surrey.Key Responsibilities:Develop and maintain strong relationships with clients and venues to increase business and drive sales growthPrepare and...


  • Godalming, Surrey, United Kingdom Caper & Berry Full time

    Senior Sales Executive/Event PlannerCaper & Berry, a luxury event caterer, is seeking a highly motivated and experienced Senior Sales Executive/Event Planner to join our team based at our Head Office in Eashing, Surrey.Key Responsibilities:Develop and maintain strong relationships with clients and venues to increase business and drive sales growthPrepare and...

  • Financial Analyst

    1 month ago


    Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    {"h1": "Accountant/ Accounting Technician Job Description", "p": "At Page Personnel Sales, we are seeking a skilled Accountant/ Accounting Technician to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, processing transactions, and providing financial analysis to support business...

  • Financial Manager

    1 month ago


    Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking an experienced Accounts Receivable Manager to join our team at Page Personnel Sales. This is a 6-month temporary position based in Godalming, with flexible hours available.Key ResponsibilitiesOversee the recording of donations and business/sales income onto our CRM system.Provide support to the Financial Controllers on monthly...

  • Financial Manager

    1 month ago


    Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking an experienced Accounts Receivable Manager to join our team at Page Personnel Sales. This is a 6-month temporary position based in Godalming, with flexible hours available.Key ResponsibilitiesOversee the recording of donations and business/sales income onto our CRM system.Provide support to the Financial Controllers on monthly...


  • Godalming, Surrey, United Kingdom 2i Recruit Ltd Full time

    Job Title: Sales AdministratorWe are seeking a highly organized and detail-oriented Sales Administrator to join our team at 2i Recruit Ltd. As a Sales Administrator, you will provide essential support to our sales team, ensuring the smooth operation of our sales processes.Key Responsibilities:• Provide sales support duties for the sales team• Ensure that...


  • Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking an experienced Accounts Receivable Manager to join our team at Page Personnel Sales. As a key member of our finance team, you will be responsible for overseeing the recording of donations and business/sales income onto our CRM system.Key ResponsibilitiesOversight of the recording of donations and business/sales income onto our...

  • Financial Analyst

    2 weeks ago


    Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    Job DescriptionAs a skilled Accountant/Accounting Technician, you will be responsible for managing the financial operations of our company, Page Personnel Sales. Your duties will include:Daily Duties:Monitoring customer payments and advising management and sales teams to ensure timely order processing and receipt posting on Sage 50.Tracking USD and EUR...


  • Godalming, Surrey, United Kingdom Forest Care Selection Full time

    Job Title: Financial AdministratorJob Summary: Forest Care Selection is seeking a Financial Administrator to assist the Finance Controller with the financial management of care services. The successful candidate will be based in Godalming, Surrey, and will be required to travel occasionally to care homes.Key Responsibilities:Liaise with families and...

  • Financial Analyst

    1 month ago


    Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    Job DescriptionAs a skilled Accountant/Accounting Technician with Page Personnel Sales, you will be responsible for managing the financial aspects of our business.Daily Duties:Monitor and reconcile customer payments, ensuring timely processing and posting on our accounting system.Track and update foreign exchange rates for USD and EUR, providing regular...

  • Financial Analyst

    4 weeks ago


    Godalming, Surrey, United Kingdom Page Personnel Sales Full time

    Job DescriptionAs a skilled Accountant/Accounting Technician with Page Personnel Sales, you will be responsible for managing the financial aspects of our business.Daily Duties:Monitor and process customer payments, ensuring timely receipt and posting on our accounting system.Track and update foreign exchange rates for USD and EUR, providing regular updates...