Financial Services Administrator
4 weeks ago
We are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will be responsible for providing exceptional support to our Senior Wealth Manager and Paraplanner, ensuring a first-class service to our clients and colleagues.
Key Responsibilities:
- Manage and develop the administration and review process to ensure a high level of service is provided to internal and external parties.
- Act as the initial point of contact for client queries and liaise with product providers.
- Assist with new business processing and be highly IT literate.
- Develop and maintain in-depth knowledge and understanding of the Financial Planning process.
Requirements:
- Proven experience in a Sales Support role within a Financial Services environment.
- Excellent written and verbal communication skills.
- Ability to work using your own initiative and as part of a team.
- Highly IT literate with experience of using various software systems.
- Progress with professional qualifications is preferred.
What We Offer:
- A generous basic package.
- The support to develop your skills and further your career.
About Us:
Brevere Group is a forward-thinking and innovative firm that is continually looking to improve and develop the services which we offer to our clients. We are committed to providing a professional and client-centric environment that allows our employees to thrive and grow.
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