Sales Support Executive

3 weeks ago


Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time
Job Title: Sales Support

We are seeking a highly organized and detail-oriented Sales Support professional to join our team at Lime People Search & Select Ltd. As a Sales Support executive, you will play a crucial role in providing administrative support to our network of Independent Financial Advisors (IFAs).

Key Responsibilities:
  • Process and monitor new business applications, ensuring timely and accurate completion.
  • Input advisor fee information onto internal systems, maintaining accurate records.
  • Create and manage client records, keeping the database up-to-date.
  • Communicate effectively with clients and providers, addressing queries and concerns.
  • Prepare valuations and illustrations, providing valuable insights to our clients.
Requirements:
  • 1-3 years of experience working with investment products in an administration environment.
  • Good knowledge of pensions, investments, taxation, and protection products.
  • GCSE grades or A-level standard education with relevant experience.
  • Ideal candidate will have started studying towards a Financial Planning Certificate or Diploma in Financial Advice.

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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