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Financial Adviser Sales support Administrator

Wallace Bates Limited
Posted 19 days ago, valid for 14 days
Location

Farnborough, Hampshire GU14 0HS, England

Salary

£20,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Salary: Not specified
  • Experience required: Experience in a sales support role within an IFA or financial advice firm
  • Join a successful office of a national financial services provider
  • Provide admin support to the Financial Planner and process new business, update client records, and more
  • Opportunities for career progression to Paraplanning and IFA roles

Our client is an extremely successful office of a national financial services provider. They focus on providing holistic financial advice to HNW private individuals.

Following a recent successful expansion program, they are now looking to recruit an Sales Support Administratorl to join their sales support team.

You will provide admin support to the Financial Planniner and Amongst other duties as the Sales suport , you will be required to process new Business, Update client records, check paperwork before proposals are submitted, valuations, and general admin support.

It is essential that you have experience in a sales support role within an IFA or financial advice firm.

The position as a Sales Support Administrator offers excellent career progression with full support for further professional exams. It also offers excellent career development options with the opportunity to progress to Paraplanning and IFA if required.

If you are adaptable, ambitious, dedicated and enjoy working in a team environment, and you want to continue your career within financial services please contact us for more details.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.