Sales and Administrative Support Specialist

2 weeks ago


Bishop's Stortford, Hertfordshire, United Kingdom Brevere Group Full time

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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