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Financial Services Administrator

1 month ago

Farnborough, Hampshire, United Kingdom Wallace Bates Limited Full time
Role Overview

We are seeking a highly organized and detail-oriented Sales Support Administrator to join our team at Wallace Bates Limited. As a Sales Support Administrator, you will provide administrative support to our Financial Planners and contribute to the success of our sales team.

Key Responsibilities
  • Process new business and update client records
  • Check paperwork before proposals are submitted
  • Assist with valuations and general administrative tasks
Requirements

To be successful in this role, you will have experience in a sales support role within an IFA or financial advice firm. You will also be adaptable, ambitious, and dedicated, with a passion for working in a team environment.

What We Offer

We offer excellent career progression opportunities, with full support for further professional exams. You will also have the chance to progress to Paraplanning and IFA roles if desired.