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Sales Support Administrator, Surrey
- UK - Surrey
- £20000 - £24000 per annum + Comprehensive benefits package
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 12-11-08
Job Description
We are recruiting on behalf of a genuinely HNW IFA that seeks a Sales Support Administrator to join their friendly team of support staff.
The client advises across all areas of individual and corporate financial planning and although only a small company, has established a client bank that most IFAs would be glad to have. They are based in modern offices and can offer free, secure car parking to all employees.
Working alongside a Senior Administrator, the main areas of responsibility will include:
·Liaising with both individual and corporate clients on a daily basis.
·Preparing valuations.
·Processing new business.
·General client administration (i.e Issuing policy documentation, liaison with clients and insurance companies).
·Assisting IFAs with preparation for client meetings.
The successful candidate will ideally come from an IFA background however the client will consider those with a life company background if they have had exposure to the broader range of life, pension, protection and investment products.
FPC's (or equivalent professional qualifications) are not essential for this position although full support will be offered to achieve these. Experience of 1st Software would be advantageous.
The successful candidate will be highly personable, and able to work both in a team environment and under their own initiative, when required. They will be well organised with first-rate communication and inter-personal skills, and focused on delivering the highest possible levels of service to the clients.
The client is offering a highly competitive salary and benefits package to include:
Annual Bonus, 4xDIS, pension, PHI, PMI. Full details of benefits package on application.
The client advises across all areas of individual and corporate financial planning and although only a small company, has established a client bank that most IFAs would be glad to have. They are based in modern offices and can offer free, secure car parking to all employees.
Working alongside a Senior Administrator, the main areas of responsibility will include:
·Liaising with both individual and corporate clients on a daily basis.
·Preparing valuations.
·Processing new business.
·General client administration (i.e Issuing policy documentation, liaison with clients and insurance companies).
·Assisting IFAs with preparation for client meetings.
The successful candidate will ideally come from an IFA background however the client will consider those with a life company background if they have had exposure to the broader range of life, pension, protection and investment products.
FPC's (or equivalent professional qualifications) are not essential for this position although full support will be offered to achieve these. Experience of 1st Software would be advantageous.
The successful candidate will be highly personable, and able to work both in a team environment and under their own initiative, when required. They will be well organised with first-rate communication and inter-personal skills, and focused on delivering the highest possible levels of service to the clients.
The client is offering a highly competitive salary and benefits package to include:
Annual Bonus, 4xDIS, pension, PHI, PMI. Full details of benefits package on application.
- Lee O'Brien
- 191366
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