Sales Support Administrator - Financial Planning

Oval Recruit
Horsham, West Sussex
11 Jun 2017
11 Jul 2017
Contract Type
Full Time

Sales Support Administrator - Financial Planning

Horsham - £20-22,000 + Excellent Package

An excellent opportunity has arisen working for a leading Financial Planning company who are looking for a motivated individual with previous Administration experience in Financial Services to join them within their Horsham office to provide administrative support to Financial Advisors.

Main responsibilities will include:

  • Processing applications
  • Acting as a point of contact to clients, dealing with any queries
  • Updating client information
  • Setting up contracts
  • Updating client information
  • Putting together new business packs
  • Supporting Advisors with general administration duties

In order to be successful in this role, you will need to display the following skills:

  • Minimum 1 years’ experience within an administration position in Financial Services
  • Previous experience processing mortgage applications would be desirable
  • Strong attention to detail
  • Excellent communication skills
  • Highly organised

In return our client offers:

  • A dynamic working environment, with a commitment in supporting your professional development
  • Excellent basic salary + Package

For more information on this role, please contact Chloe Girdler