Sales Support Administrator

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first-class service to clients and colleagues? Are you looking for a professional environment with a client-centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. You will act as the initial point of contact for client queries as well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first-class service is provided to internal and external parties. Your work will cover Investment, Pension, Tax, and Protection planning. The successful candidate will have in-depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward-thinking and innovative firm that is continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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