Financial Services Administrator

2 months ago

Nottingham, Nottingham, United Kingdom Brevere Group Full time

About the Role

We are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a Sales Support Administrator, you will play a critical role in providing holistic support to our Senior Wealth Managers and Paraplanners.

Key Responsibilities

  • Act as the initial point of contact for client queries and liaise with product providers to ensure seamless communication.
  • Manage and develop the administration and review process to deliver a first-class service to internal and external parties.
  • Assist in the management of new business processing and ensure timely completion of tasks.
  • Provide administrative support to the Senior Wealth Managers and Paraplanners, including data entry, document preparation, and filing.
  • Develop and maintain a thorough understanding of the Financial Planning process and stay up-to-date with industry developments.

Requirements

  • Proven experience in a Sales Support or Administration role within a Financial Services or Wealth Management firm.
  • Excellent written and verbal communication skills, with the ability to build strong relationships with clients and colleagues.
  • Highly IT literate, with proficiency in Microsoft Office and other relevant software.
  • Ability to work independently and as part of a team, with a strong focus on delivering results and meeting deadlines.
  • Progress with professional qualifications, such as CII or CFAB, is preferred.

What We Offer

Brevere Group offers a competitive basic package and opportunities for career development and growth. We are committed to providing a supportive and inclusive work environment that encourages our employees to thrive and reach their full potential.

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