Client and Adviser Sales Support

Randstad Employment Bureau
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Based in our offices in Worcester; we are currently looking for Client and Adviser Support staff to work alongside our internal distribution team

The role

New Business is generated through our own distribution teams and a large number of IFA/Adviser organisations.

As our Client and Adviser support you will work closely with our Wealth Planners playing a key role in ensuring that both wealth planners and clients are fully supported through the new business process, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant. You will explore opportunities for referrals and professional connections adding value to the achievement of business targets

Key to this role will be your strong administration skills, your attention to detail and your ability to liaise and build strong relationships with both internal and external parties.

This would be a great role for candidates who have experience of working in Sales environment within the Financial Services sector (eg Wealth Management / Insurance/ Protection) who want to work in a great team environment and would like to gain a wider knowledge of Wealth Management/Investment products.

Skills and experience

Successful candidates are likely to demonstrate the following:

  • Sales Support experience within a Financial Services environment
  • Strong administration skills
  • Highly organised.
  • Excellent customer services skills.
  • GCSE Level (A-C) Maths or equivalent.
  • Strong organisational skills and the ability to work with a high level of accuracy.
  • Good communication skills both verbal and written.
  • Proficient in Word, Excel
  • Willing to study for the CII Certificate in Financial Administration

Candidates with experience of personal pensions, ISA's, general investment accounts and on-shore bonds would be of particular interest

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.

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