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Sales Support Administrator, Guildford
- UK - Guildford
- £22K to £24,000 + benefits + bonus
- Full-Time Permanent
- Financial Services - Accounting
- ARC Recruitment
- 04-09-08
Job Description
150+ Staff. Top 10 Aspirations. 10+ UK Offices. Multiple Divisions.
This company was established over 20 years ago and focuses on three main areas, HNW individual business, group employee benefits as well as group risk and healthcare. The aim is for this company to become recognised as one of the ‘Top 10’ IFA services in the UK.
The immediate objective is to grow the Private Client business and to this end they seek a high calibre Private Client Sales Support Administrator, who will be able to make an immediate contribution by helping consultants develop the client base in the Guildford office. The main responsibilities include:
• Preparation of information/paperwork to enable Consultants to perform client consultations and on-going reviews.
• Service existing clients and assist other team members develop client relationships.
• Ensure administrative and compliance processes are followed to required timescales.
• Continue to progress with your professional qualifications and recognise training needs, relevant to the role.
To be considered, you must possess the following skills and attributes:
• A proven track record gained within an IFA environment.
• Educated to a minimum of A Level standard or equivalent.
• Currently studying for CF (formerly FPC) qualifications.
• Computer literate e.g. Excel, Word, Powerpoint, Outlook.
You can look forward to a varied and challenging role working alongside high calibre individuals and will have the opportunity to work with a diverse range of individual clients. With strong commitment to growth and financial backing, this is an ideal opportunity to develop within a company that is building a professional reputation.
You can expect a competitive package, including pension scheme, life cover, PMI, income protection and bonus scheme.
This company was established over 20 years ago and focuses on three main areas, HNW individual business, group employee benefits as well as group risk and healthcare. The aim is for this company to become recognised as one of the ‘Top 10’ IFA services in the UK.
The immediate objective is to grow the Private Client business and to this end they seek a high calibre Private Client Sales Support Administrator, who will be able to make an immediate contribution by helping consultants develop the client base in the Guildford office. The main responsibilities include:
• Preparation of information/paperwork to enable Consultants to perform client consultations and on-going reviews.
• Service existing clients and assist other team members develop client relationships.
• Ensure administrative and compliance processes are followed to required timescales.
• Continue to progress with your professional qualifications and recognise training needs, relevant to the role.
To be considered, you must possess the following skills and attributes:
• A proven track record gained within an IFA environment.
• Educated to a minimum of A Level standard or equivalent.
• Currently studying for CF (formerly FPC) qualifications.
• Computer literate e.g. Excel, Word, Powerpoint, Outlook.
You can look forward to a varied and challenging role working alongside high calibre individuals and will have the opportunity to work with a diverse range of individual clients. With strong commitment to growth and financial backing, this is an ideal opportunity to develop within a company that is building a professional reputation.
You can expect a competitive package, including pension scheme, life cover, PMI, income protection and bonus scheme.
- Darren Snell
- ARC/920
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