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In this role, you'll handle customer inquiries and provide administrative support to drive the sales process. It will involve promoting our client, all while adhering to regulatory requirements.
- £28,000 - £35,000 (DOE)
- Based in Godalming
- Monday - Friday, 37.5 hours per week
- Flexitime
- 25 days holiday + bank holidays
Job specification:
- Provide flexible administrative support to the sales team, assisting with a variety of tasks.
- Managing the client review process, preparing spreadsheets and reports as needed.
- Drafting letters and reports when required.
- Securing new business illustrations.
- Processing new business applications, ensuring all documentation is accurate.
- Maintaining and updating the client database.
- Assisting with ongoing research.
Person specification:
- At least CF Level 1 and 2 qualifications, with a minimum of two years' direct client experience in the financial services sector.
- Computer literate and proficient in MS Office.
- Comprehensive knowledge of investment products, life assurance, pension plans, and mortgages.
- Exceptional telephone etiquette and customer service skills.
- Able to work efficiently and methodically, particularly under pressure to meet deadlines.
Additional Information:
- Free parking
- Pension
- Private healthcare
- Death benefit
- Study support
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
