Financial Services Administrator​/Sales Support

Type of Position:
Financial Services Administrator/Sales Support - Crawley
Pay: £25k - £33k

Our client currently has an exciting career opportunity for an experienced Sales Support/ Financial Services Administrator to join their Sales Support team in their Crawley office. Working closely with Paraplanners and Financial Advisers, you will be the first point of contact for clients and providers. This is an administration role that is varied and challenging. You will be able to communicate confidently, display high levels of accuracy and attention to detail and work in an efficient and well organised manner.

- A competitive salary
- Working in a relaxed, friendly, modern environment
- Paid overtime or time off in lieu if you work over your contracted hours
- 9% pension contributions
- Access to the company’s hub office with discounts for high street and online shops
- Relaxed dress code policy
- WPA Cash Plan (after a qualifying period)

The role would include:

- Contacting providers by phone and email to chase up for requested information
- Completion of application forms, new client forms & related admin
- Preparing documentation and valuations for the Financial Adviser's
- Coordinating incoming and outgoing post as necessary
- Booking meetings and general day to day support as required
- Preparing client letters and emails
- Assisting with admin matters, such as photocopying/ scanning and keeping client records up to date

The ideal candidate:

- Have proven experience in a Financial Services Administrator /Sales support role to include letter of authority and new business applications
- Proficiency in Microsoft Office
- Excellent organisational skills and the ability to multitask
- Have an excellent telephone manner and be able to deliver exceptional customer service
- Able to work independently and as a team
- Demonstrate initiative and be able to follow procedure and instruction
- Confidence to speak to clients, providers, and all levels of employees
- Able to work under pressure during our busy times
- Be able to produce accurate work
- Demonstrate they can be adaptable and happy to take on new challenges

- Experience of using Intelligent Office would be an advantage

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