Financial advisory practice based in Westminster and located within a 2 minute stroll of Victoria Rail and Tube Station are now looking to recruit a Business/Sales Support Administrator to join their existing team.
The practice offers an extensive range of wealth planning and financial advice services to meet the needs of a diverse and interesting client bank.
The practice offers an extensive range of wealth planning and financial advice services to meet the needs of a diverse and interesting client bank.
Candidates will need to be able to provide first class business and sales support to the Practitioner/Owner, with regards to research, analysis and suitability.
This is an opportunity to join a fantastic Company where hard work and enthusiasm will be recognised and rewarded.
Key Responsibilities:
Support to the Practitioner/Owner in respect of analysis, research and new business preparation and submission.
Support to the Practitioner/Owner at all Client lifecycle stages from basic to high level.
Produce Client reports including suitability and financial planning reports.
Manage work flow and tasks independently.
Manage and maintain Client care service level agreements and programmes.
Manage and maintain all pipeline business from inception to completion.
Extensive Client liaison.
Keep up to date with technical, product and provider changes.
Support to the Practitioner/Owner in respect of analysis, research and new business preparation and submission.
Support to the Practitioner/Owner at all Client lifecycle stages from basic to high level.
Produce Client reports including suitability and financial planning reports.
Manage work flow and tasks independently.
Manage and maintain Client care service level agreements and programmes.
Manage and maintain all pipeline business from inception to completion.
Extensive Client liaison.
Keep up to date with technical, product and provider changes.
The Candidate:
The successful candidate will have made good progress with financial exams and if not already at level 4, should be willing to progress to this level within a reasonable period of time.
The successful candidate will also have a good understanding of all areas of financial planning administration, have a high standard of record keeping, and have excellent organisation and time management skills.
The successful candidate will have made good progress with financial exams and if not already at level 4, should be willing to progress to this level within a reasonable period of time.
The successful candidate will also have a good understanding of all areas of financial planning administration, have a high standard of record keeping, and have excellent organisation and time management skills.
Use of True Potential, Financial Express, Analytics, Select-a-Pension,Voyant desirable.
To apply for this great opportunity, please click here.
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