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IFA Sales Support Administrator

Employer: Reset Recruitment Ltd
Salary: £28,000 – £30,000 per annum
Date Added: 30/11/2023

IFA Sales Support Administrator

Salary: £28k – £30k + great benefit package

Location: Hove (Hybrid working – 2 days per week office based)

Hours: Full time – 9am -17.30pm

Do you want to work for a highly reputable and friendly wealth management organisation that offers great training, further study, and career progression? If so, I have an ideal role for you based out of their Hove office within their sales support team.

You will already have a proven administrative background within financial services/insurance and thrive in a busy working environment.

Responsibilities:

  • Providing administrative support for the financial advisers and Paraplanners.
  • Update and manage the diary system.
  • Format and prepare letters and documents.
  • Support advisers in managing their pipeline and portfolio of business,
  • Prepare files for compliance checking.
  • Maintaining client records on the inhouse system.
  • Filing, scanning, and photocopying.
  • Manage client reviews inclusive of client valuations.
  • Liaise with internal and external clients by telephone and email.
  • Prepare client reports, in relation to pension, investments and any other financial planning requirements.
  • Adhere to FCA regulations and compliance.

The right candidate will have the following skills and experience to apply:

  • Strong administrative background ideally within financial services/FCA regulated environment.
  • Great communication and organisation skills.
  • Ability to prioritise your workload effectively and meet strict deadlines.
  • Good IT skills and knowledge of Intelligent Office would be an advantage.
  • Strong work ethic with a "can do" attitude".

This is a great opportunity for a bright and driven individual that wants to progress in their financial services career. To be considered for this role please forward your CV at your earliest convenience!

Application Deadline: 11/01/2024
Contract Type: Permanent
Submitted Applications: 0

Apply Now

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