Financial Services Support Specialist
2 days ago
Job Summary:
Wallace Bates Limited is seeking a highly skilled and experienced Sales Support Administrator to join their sales support team. As a Sales Support Administrator, you will provide administrative support to the Financial Planner and be responsible for processing new business, updating client records, checking paperwork before proposals are submitted, valuations, and general administrative support.
Key Responsibilities:
- Provide administrative support to the Financial Planner and sales team
- Process new business and update client records
- Check paperwork before proposals are submitted and valuations
- Perform general administrative tasks
- Assist with sales support and administrative duties as required
Requirements:
- Experience in a sales support role within an IFA or financial advice firm
- Excellent communication and organizational skills
- Ability to work in a team environment and adapt to changing priorities
- Proficiency in Microsoft Office and other administrative software
What We Offer:
- Excellent career progression opportunities
- Full support for further professional exams
- Opportunity to progress to Paraplanning and IFA roles
- A dynamic and supportive work environment
About Us:
Wallace Bates Limited is a national financial services provider that offers holistic financial advice to high net worth private individuals. We are committed to providing exceptional service and support to our clients and are seeking a highly skilled and experienced Sales Support Administrator to join our team.
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