Experienced IFA Sales Support Specialist
2 weeks ago
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 accurate support to our Financial Planners, including pre-sales research and preparation of Suitability Reports.
- Liaising with product providers and clients to ensure seamless communication and efficient processing.
- Ensuring all compliance requirements are met and maintained.
- Supporting the preparation of valuations and client review documentation.
- Providing post-meeting support to our Financial Planners to ensure all work is completed accurately and within agreed timescales.
The ideal candidate will have a solid understanding of life, pensions, and investment contracts, as well as regulatory and compliance requirements. Experience of IRESS/Adviser Office software and Financial Express Analytics is also desirable.
We are looking for a team player with excellent verbal and written communication skills, who is capable of working in a fast-paced environment and prioritising assignments effectively.
This is an excellent opportunity for an experienced Sales Support Administrator to join a successful IFA firm and contribute to the growth and success of our team.
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Experienced IFA Sales Support Professional
4 weeks ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeIFA Sales Support Administrator OpportunityWe are seeking an experienced Sales Support Administrator to join our team at a well-regarded Financial Planning Practice in Godalming. The successful candidate will provide efficient new business support to our advisers, including pre-sales research, Suitability Reports, and compliance requirements.Key...
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Experienced IFA Sales Support Professional
4 weeks ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeIFA Sales Support Administrator OpportunityWe are seeking an experienced Sales Support Administrator to join our team at a well-regarded Financial Planning Practice in Godalming. The successful candidate will provide efficient new business support to our advisers, including pre-sales research, Suitability Reports, and compliance requirements.Key...
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Experienced IFA Sales Support Professional
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeIFA Sales Support Administrator OpportunityWe are seeking an experienced Sales Support Administrator to join our team at a well-regarded Financial Planning Practice in Godalming. The successful candidate will provide efficient new business support to our advisers, including pre-sales research, Suitability Reports, and compliance requirements.Key...
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Experienced IFA Sales Support Professional
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeIFA Sales Support Administrator OpportunityWe are seeking an experienced Sales Support Administrator to join our team at a well-regarded Financial Planning Practice in Godalming. The successful candidate will provide efficient new business support to our advisers, including pre-sales research, Suitability Reports, and compliance requirements.Key...
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Experienced IFA Sales Support Professional
4 weeks ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeIFA Sales Support Administrator OpportunityWe are seeking an experienced Sales Support Administrator to join our team at a well-regarded Financial Planning Practice in Godalming. The successful candidate will provide efficient new business support to our advisers, including pre-sales research, Suitability Reports, and compliance requirements.Key...
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Experienced IFA Sales Support Professional
4 weeks ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeIFA Sales Support Administrator OpportunityWe are seeking an experienced Sales Support Administrator to join our team at a well-regarded Financial Planning Practice in Godalming. The successful candidate will provide efficient new business support to our advisers, including pre-sales research, Suitability Reports, and compliance requirements.Key...
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Experienced IFA Sales Support Coordinator
1 week ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeBlakemore 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...
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Experienced IFA Sales Support Professional
2 weeks ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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Experienced IFA Sales Support Specialist
3 weeks ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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Experienced IFA Sales Support Professional
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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Experienced IFA Sales Support Professional
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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IFA Sales Support Specialist
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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IFA Sales Support Specialist
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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Sales Support Administrator for Financial Planners
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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Sales Support Administrator for Financial Planners
2 months ago
Godalming, Surrey, United Kingdom Blakemore Recruitment Full timeWe 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...
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Account Receivables Specialist
3 weeks ago
Godalming, Surrey, United Kingdom Page Personnel Sales Full timeAbout 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, providing support to the Financial Controllers on monthly income reconciliations, and working...
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Sales and Administrative Support Specialist
2 weeks ago
Godalming, Surrey, United Kingdom 2i Recruit Ltd Full timeJob 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...
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Executive Support Specialist
3 weeks ago
Godalming, Surrey, United Kingdom Brave Human Capital Group Full timeExecutive Support SpecialistWe are seeking a highly skilled and experienced Executive Support Specialist to join our team at Brave Human Capital Group. As an Executive Support Specialist, you will provide administrative support to our Managing Partner, ensuring the smooth operation of our business.Key Responsibilities:Manage the Managing Partner's calendar,...
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Financial Operations Manager
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Godalming, Surrey, United Kingdom Page Personnel Sales Full timeAbout 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...
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Pensions Administrator
2 months ago
Godalming, Surrey, United Kingdom Halmer Recruit Full timePension Administration Role =========================== We are seeking an experienced Pensions Administrator to join our client's growing team in Godalming. The successful candidate will have a minimum of 12 months' experience in Pensions Administration, with a strong background in DC/DB/SIPPs or at least 2+ years' experience in financial services...