Sales Support Administrator

Dovetail Recruitment Ltd
Wimborne, UK
16 Aug 2019
29 Aug 2019
Contract Type
Full Time
Sales Support Administrator job in Wimborne

Dovetail Recruitment are pleased to be working with a well established Financial Services business with a long history of success. The way the company look after their staff is evident in their loyal employee record and excellent progression opportunities. This is the chance to get your foot in the door of a growing business and make a difference.

We are looking for an organised candidate to join the team as a Sales Support Administrator. The Sales Support Administrator will be responsible for supporting the Office Manager undertaking confidential secretarial and various administrative duties.

Duties & Responsibilities;
  • Interact with clients, companies and suppliers to resolve any queries or issues in a timely and effective manner.
  • Welcome clients and providers to the office, offer refreshments and ensure the adviser is made aware the visitor has arrived.
  • Prepare and issue client portfolio valuations, create client reports from information and documentation provided.
  • Obtaining client specific quotations and other literature from providers on funds and products available.
  • Check new business applications and supporting documentation before processing.
  • Issue invoices to client or providers.

Knowledge & experience;
  • Previous IFA Administration experience
  • Knowledge of Pensions & Investment products
  • Currently hold or be working towards financial qualifications i.e. CF1
  • Strong IT skills
  • Ability to communicate both accurately and effectively at all levels both verbally and in writing

Salary & Benefits;
  • 18,000-24,000 depending on experience
  • Free Parking
  • Monday to Friday 9am to 5pm
  • Pension

This Sales Support Administrator role would suit candidates who have experience within IFA or Financial Services Administration.

If this Sales Support Administrator job in Wimborne is of interest, please click on 'Apply Now'.

Alternatively, to see our other vacancies, please visit our website.

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