Sales Support - Financial Services

Lloyd Recruitment Epsom
07 Dec 2018
10 Dec 2018
Contract Type
Full Time
Sales Support - Financial Services

Salary: £20,000 - £25,000 + Benefits (25 days holiday, free car parking, contributory pension scheme, health care scheme, professional study support)

Based: Godalming, Surrey

Lloyd Recruitment Services are pleased to be recruiting for one of its longest standing clients, a professional, highly reputable financial services organisation based in Godalming. Our client is keen to fill a Sales Support vacancy due to an internal promotion.

This is an exciting opportunity for an articulate, business orientated individual to join the business development team in a support role.

Key responsibilities:

As a member of the Sales & Marketing team, you will be expected to provide support to the business development team as necessary in order for the sales & marketing plan to be executed successfully.

Duties to include:

* Checking and coordinating new business applications/paperwork and submitting to the administration teams

* Liaising with the business development and technical teams to ensure application information is accurate and recorded

* Ensuring all correspondence is scanned and referenced

* Taking telephone calls and following up necessary actions

* Monitoring central email mailbox

* Sending out application paperwork as required

* Updating and maintaining database records

* Organising online access requests for clients and advisers

* Assisting with seminar and event organisation- preparing invitations, booking venues, coordinating logistics and collating post event feedback

* Creating PowerPoint presentations

* Completing due diligence reports and surveys

* Maintaining compliance register and obtaining appropriate compliance reviews

* Logging copies of all invoices and maintaining department budget records

Working hours:

Monday to Friday, 9.00am to 5.30pm - 37.5 hours, however occasional work in some evenings or weekends to attend events may be required.

Skills/Experience required:

* Minimum 6 months experience in an office-based role

* Ability to multi task

* Numerate, with good Microsoft Office skills

* Articulate, with ability to speak to high net worth individuals and senior level staff

* Good team player with excellent communication skills


* Requirement to study towards and pass Financial Services Regulation & Ethics (CF1) or Pension Administration (FA2) qualification within 18 months of joining.

Due to the high volume of applications, only candidates that are shortlisted will be contacted

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