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Sales Support | Financial Services

Full Time
Job Sector:
Financial Services / Insurance
Salary description:
£20k - 33k per year + Superb Benefits
Start Date:
Alexander Mae
Job Ref:

Sales Support l Financial Services

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

The Job:
Establish and build strong relationships with clients and maintain a strong customer focus throughout
Ensure effective communication with the Financial Adviser to understand the client's needs
Ensure the Know Your Client (KYC) information is recorded appropriately to meet compliance requirements
Assist with obtaining the required KYC where required
Effectively assess a client's risk profile and risk requirement / capacity
Prepare information / comparisons for analysis by Financial Adviser
Liaise with the compliance department for authorisation / guidance where required
Ensure all research and client communication is documented and recorded in accordance with company processes and guidelines
Prepare recommendation report to be discussed / signed off by Financial Adviser / compliance department.
Effectively manage client expectations throughout the sales process
Ensure the internal Customer Relationship Management (CRM) system is updated in real-time with all client communication / interaction
Take pride in ensuring all agreed deadlines are met in full
Liaise with 3rd party professionals; both verbally and in writing
Prepare new business applications and accompanying paperwork in a timely and diligent manner
Support with organising future planning meetings with clients
Support with analysis pre review meeting with the client
Handle incoming client enquiries in a professional and appropriate manner

The Person:
Working towards Level 4 Diploma qualification
Experience in supporting a Wealth adviser across a variety of product areas
Active understanding of the compliance requirements applicable to the sales process
Ability to work within defined business processes
Ability to achieve agreed outcomes without consistent supervision
Excellent inter-personal skills, both written and verbal and ability to prioritise and plan own workload
Be detailed and accurate first time every time, articulate with the ability to multi-task and prioritise effectively
Excellent standard of report writing skills
Experience in dealing with Defined Benefit schemes, from initial research to full transfer analysis, preferred

The Benefits: 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, Discounts, Childcare Vouchers, Private Medical Insurance, Gym Membership, Bike to Work Scheme, FREE PARKING

The hours: Flexi time (Maximum 0.5 days per month can be taken, subject to accrued hours)

The location: North Somerset with free parking

The Salary: £20,000 - £33,000 Dependant on qualifications and experience

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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