Finance Sales Administrator

Recruiter
On Track Recruitment & Training Ltd
Location
Alton
Posted
23 Feb 2019
Closes
24 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Working as a Sales Administrator for a prestigious financial company based in Alton, you will be lynch pin for the paraplanning division.
This is an ideal opportunity if you are looking to combine your strong administrative skills and experience working within a financial environment.
Experience working in a wealth management firm is desirable.
Administrative responsibilities;
* Inputting client information onto the bespoke system
* Preparing files for paraplanner’s client meetings
* Taking phone calls and handling client queries
* Processing sales
Paraplanning;
* Liaising with companies regarding financial plans
* Reviewing cases, ensuring all submitted are complete
* After sales care, updating logs
* Preparing application meetings for advisers
This is an excellent opportunity where you will be able to progress your career in a niche financial sector whilst applying your key strengths in administration.
If this sounds like an opportunity that you cannot refuse then click ‘Apply’ now or give us a call for more information.
Thank you for your interest in this role; if you do not hear from us within 5 working days unfortunately your application has not been successful on this occasion

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