IFA Sales Support Administrator

Location
Crawley, West Sussex
Salary
£24000 - £32000 per annum + benefit package
Posted
24 Jun 2019
Closes
22 Jul 2019
Ref
5967
Contact
Sarah Nicholas
Function
Administration
Contract Type
Permanent
Hours
Full Time

IFA Sales Support Administrator

Location: Crawley

Salary: £24k - £32k DOE

Mon-Fri - Full Time

Do you have a background working within an IFA/Wealth management organisation within a clerical/administrative role supporting a team of IFA's and want to work in a friendly and pro-active organisation?

I have great pleasure in supporting our client in the recruitment of a dynamic and well organised IFA Sales support Administrator to join their successful and busy team based in their offices in Crawley.

Responsibilities:

  • Dealing with incoming telephone and email enquiries
  • Dealing with incoming post and distributing it to employees
  • Arranging meetings and booking appointments on behalf of the Financial Advisers
  • Submitting new business applications
  • Ordering stationary and supplies
  • Maintaining the company's diary
  • Liaising with product providers and mortgage lenders
  • Creating client financial reports and letters
  • Attending meetings when required
  • Compiling invoices and monitoring receipt of commission payments from clients
  • Create financial reports using spreadsheets
  • Updating accurately the customer database
  • Update database applications

The right candidate will have the following skills and experience:

  • Proven administration background within an IFA/Wealth Management organisation
  • Ideally have knowledge of Intelligent Office
  • Excellent IT skills inclusive of Excel
  • Great communication skills
  • Well organised and can work to strict deadlines
  • Works well in and team and be able to work on your own initiative

This is a great opportunity to join a busy and thriving organisation, for more information on this role please call Sarah Nicholas on 01273 947810 or apply today!

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.

Similar jobs

Similar jobs