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Sales Support - Financial Services

Full Time
Job Sector:
Administration / Office Work, Financial Services / Insurance, Sales
Salary description:
£20k - 28k per year + Benefits
Start Date:
Alexander Mae
Job Ref:

Sales Support - Financial Services
£20,000 - £28,000 + Benefits & Flexi-time...
Bristol outskirts

The salary range is £20,000 to £28,000 per annum depending on experience and qualifications

A superb opportunity exists to join a well established and successful IFA firm as a Level 3 qualified Sales Support Administrator. The role requires an individual who is extremely organised, structured and able to prioritise quickly and efficiently as there is extensive multi-tasking in this role.

Experience / skills & qualifications required;
Working towards Level 4 Diploma
SSAS and SIPP knowledge preferable
Pension transfer experience / knowledge
Excellent interpersonal and communication skills
Well organised and possessing excellent time management skills
Proactive and flexible with a 'can do' attitude
Ability to multi-task and work under pressure in a busy environment
Attention to detail and professionalism
Good level of PC literacy

The role involves;
Establish and build strong relationships with clients
Providing top class customer service on a consistent basis
Effectively assess a clients risk profile and risk requirement
Researching existing pensions
Writing Advice and Recommendation Reports / Suitability Reports
Preparing client documentation in a timely fashion
Processing new business and seeing this through to completion
Liaising with compliance
Meeting deadlines
Working closely with the sales consultants
Regular client contact, including the management of client expectations
Acting as the co-ordinator for a multi-faceted proposition on a case by case basis

You will have superb financial services experience with great pensions knowledge, be professional in your approach with a can do attitude and a passion for the industry too.

Excellent Benefits include;
25 days holiday
Pension Provision - up to 5% employer contribution provided employee matches the contribution
Death in Service Benefits - 4 x basic lump sum
Income Protection (PHI) - 50% basic following 26 week deferred period
Health Shield - Corporate Cash Plan
Childcare Vouchers
Private Medical Insurance
Gym Membership
Bike to Work Scheme
Flexi time up to management level (Maximum 0.5 days per month can be taken, subject to accrued hours)

Company Description

Alexander Mae are recruitment specialists in Bristol & the South West, whether it's permanent, contract or temporary appointments we can help. We recruit at every level from the first job, returners to work, through to career advancement across diverse industry sectors within the commercial market.

Closing Date:

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