sales Support Administrator - Woking

Recruiter
Approach Recruitment
Location
Woking, Surrey
Salary
26000.0000
Posted
14 Jul 2017
Closes
13 Aug 2017
Contract Type
Permanent
Hours
Full Time

Successful IFA practice based in Woking is looking for a new administrator, the role will include sales support work (pension, investment and protection) its is essential that you have a strong background in working for an IFA

candidate profile:

  • Experienced in Intelligent Office including commission reconciliation / matching
  • Working knowledge of Standard Life WRAP or Fidelity Funds Network (training will be provided)
  • Have a pro-active and positive nature combined with excellent all round communication skills
  • Will be focused and have thoroughness in accomplishing a task
  • Able to establish rapport with people easily, and have well developed skills in computer software, especially MS Office.
  • Ideally have experience of Paraplanning Online and SageOne (training will be provided)
  • Be able to work and deliver under pressure, due to work load and timescales
  • Discrete and highly protective of our client’s confidential personal data · Personal qualities of the Candidate

Duties will include:

  • Implement a review process for the client's financial review in preparation for client meetings
  • Update fact find and valuations, contributions and withdrawals in Intelligent Office
  • Prepare and implement quarterly / annual reviews
  • Process applications and chase pipeline cases online
  • Chase any outstanding fees
  • Obtain quotes from companies
  • Email or post newsletters or other marketing information to clients
  • Assistance with any other marketing
  • You may be required to write a simple suitability letter

Salary 26-32K, standard office hours Mon - Fri 9-5