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Part-Time Sales Support - Bristol

Part Time
Job Sector:
Financial Services / Insurance, Sales
Salary description:
£22k - 28k per year + Benefits
Start Date:
Alexander Mae
Job Ref:

Sales Support (Financial Services)
£22,000 - £28,000 + Quarterly Bonus + Benefits
Monday to Friday 9am - 5 / 5.30pm

The Company
This is a superb opportunity to join a family run IFA firm with the backing of a superb organisation that genuine value their staff. The environment is warm, professional, approachable and very supportive! They are looking for an individual who will be passionate about the business and work closely with the team to achieve first class service and positive business growth.

The Job:
Working as a Sales Support Administrator to support the Principle IFA working alongside a small but growing team. This is an extremely varied role with full administrative responsibility, customer service and client liaison. Day to day you will get involved in the following;

Key Responsibilities:
-Full Financial Services sales support administration and new business processing
-Implement, operate and maintain effective systems, processes and procedures
-Oversee and manage the submission of all client applications
-Writing client reports and suitability letters (using templates)
-Monitor business reports and statistical analysis
-To support the client in tracking compliance
-Organising meetings and events as well as attending
-Client liaison both face to face and over the telephone

The person:
Must have sales support experience / administrative experience within the financial services industry, IFA background would be an advantage but not essential.
The ability to think outside the box to support the team
Experience setting up and maintaining systems and procedures
Comfortable with face to face and telephone client interaction
Well presented, professional and committed

The Benefits; 25 days holiday, quarterly performance bonus, pension

The hours: Full-time, Monday to Friday

The location: Yate, Bristol

The Salary: £22,000 - £28,000 + Quarterly Bonus + Benefits

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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