Back to search
Senior Administrator / Sales Support - Investment Services
Office based
37.5 hours per week
Monday - Friday
Salary: 28k - 35k (dependant on experience)
Working within the Investment Services department, responding to customer enquiries and carrying out administration tasks in support of the sales process.
Promoting the Investment Services department as a premier provider of quality financial solutions within the parameters of the FSA's Commitments and Rules.
Sales Support
Provide administrative assistance to the sales team, including but not limited to:
- Managing the client review process, preparing spreadsheets and reports.
- Drafting letters and reports as needed.
- Sourcing new business illustrations for Investment and Pensions Consultants.
- Processing new business applications, ensuring correct documentation.
- Maintaining the client database.
- Assisting with ongoing research into suitable investment funds.
- Completing administration efficiently to meet record-keeping and file quality standards.
- Upholding the firm's high client care standards and ensuring compliance with FSA rules.
- Performing any other duties as required.
Qualifications & Capabilities
- A minimum of CF level 1 and 2 years experience of dealing directly with clients in the Financial Services sector.
- A full understanding of the different types of investment, life assurance and pension contracts available and of mortgages.
- Ability to work in a structured and planned manner especially when under pressure to meet deadlines.
- Excellent telephone manner and customer service skills
Refer a friend and earn a retail voucher worth up to 500!
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
JM14434
