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Financial Services Administrator
2 months ago
We are seeking a highly organized and detail-oriented Sales Support Administrator to join our team at Wallace Bates Limited. As a Sales Support Administrator, you will provide administrative support to our Financial Planners and contribute to the success of our sales team.
Key Responsibilities- Process new business and update client records
- Check paperwork before proposals are submitted
- Assist with valuations and general administrative tasks
To be successful in this role, you will have experience in a sales support role within an IFA or financial advice firm. You will also be adaptable, ambitious, and dedicated, with a passion for working in a team environment.
What We OfferWe offer excellent career progression opportunities, with full support for further professional exams. You will also have the chance to progress to Paraplanning and IFA roles if desired.