Sales Support Coordinator

2 weeks ago

London, Greater London, United Kingdom Transact Full time
Job Opportunity

We are seeking a highly organized and detail-oriented individual to join our Sales Support team as a Sales Support Coordinator.

This role is ideal for a recent college leaver or graduate looking to start their career in the financial services industry. As a Sales Support Coordinator, you will be responsible for providing administrative support to our Sales Support team, including tasks such as setting up new financial adviser firms, creating new passwords, and dealing with client letters of authority.

Key responsibilities include:

Administration
  • Setting up new financial adviser firms and clients on our back office system
  • Creating new passwords and sending out password letters to advisers and clients
  • Dealing with literature requests from advisers and their staff
  • Dealing with client letters of authority in relation to clients moving between adviser firms
  • Adding IFA firm logos and contact details to our back office system
  • Assisting in hosting occasional adviser/sales meetings at our head office

Sales Support
  • Keeping financial adviser's information up to date, including change of address, bank details, and company names
  • Supporting advisers and clients with changes to their accounts, such as client ownership, adviser firm mergers, and legal entity changes
  • Assisting the Corporate Events Manager with the coordination of Transact regional adviser events, conferences, and award ceremonies

Requirements

We are looking for a confident, organized individual with an excellent eye for detail. You will be positive, enthusiastic, and work on your own initiative in a busy administrative role. Previous work experience within the financial services and investments industry is advantageous but not essential.

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave, and sponsorship of relevant professional qualifications.

We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex, or sexual orientation.

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