Sales and Administrative Support Specialist
2 weeks ago
Key Responsibilities:
We are seeking a skilled Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. Your core responsibilities will include acting as the initial point of contact for client queries and liaising with product providers.
Administrative and Review Process:
You will be responsible for managing and developing the administration and review process to ensure a first-class service is provided to internal and external parties. Your work will cover Investment, pension, Tax, and Protection planning.
Requirements:
- In-depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice.
- Ability to manage new business processing and be highly IT literate.
- Excellent written and verbal communication skills and the ability to work using your own initiative.
- Progress with professional qualifications is preferred.
- Ability to work alone and as part of a team and manage a varied workload.
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