Sales Support Private Clients
Sales Support (Private Clients), 33K, Reigate in Surrey
Your new company
Our client is a multi-award winning, Chartered Financial Planning Firm, based close to Reigate in Surrey. Due to expansion, the business is now keen to hire a Sales Support (Private Clients) to assist a Senior Financial Planning Director.
Your new role
As a Sales Support (Private Clients), you will undertake the administration for all pre and post sales activity for the Senior Financial Planning Director. The role's key duties will include: gathering and collating information on current or prospective clients to help the adviser and paraplanning team to undertake the required research to prepare and formulate the advice recommendations, providing support to the advisers on the pre and post-sale work, checking all applications and supporting paperwork for accuracy and completeness, processing and managing the fee and/or commission expectations on the company's back office system for the clients being managed by the adviser you're supporting, dealing with all incoming post and telephone enquiries and assisting the advisers with the management of their diaries and appointments.
What you'll need to succeed
Private Client experience from within an IFA, report writing skills, Certificate in Life & Pensions (or equivalent) preferred.
What you'll get in return
A competitive salary of up to £33,000 plus a comprehensive benefits package which includes a pension + healthcare + study support + bonus + other benefits. Career progression is actively encouraged within the business.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.