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Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to HNW Clients who are approaching or at retirement. As such, your work will focus on Pension, Investment and Tax solutions so strong understanding within these areas is required. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process, allied to broad technical knowledge covering pensions and investments. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.
This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.
Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service, Pensions, Investments
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