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Sales Support Administrator

Job Description

We`re now recruiting for an exciting new opportunity for a Sales Support Consultant to come and join our team on a full time permanent basis.

You`ll be working with the sales support team providing support to the financial advisers.



Your responsibilities will be;

-To accurately maintain client personal details and policy information on the firm`s back office system

-Assist adviser with preparation of paperwork required for client meetings

-Liaise with adviser, product providers and other third parties to ensure the smooth processing of new business

-Prepare valuations and other necessary documentation required for client review meetings

-Deal with incoming calls and visitors to the office in a professional manner

" General administrative duties including scanning photocopying filing

-Ensure firm procedures and compliance requirements are adhered to

-Assisting the firm with ad hoc project work as required



We`re looking for a candidate with a financial services background, computer literate with great communications skills. If that sounds like you we`d love to hear from you.

This is a fill time role Monday to Friday based in the historic town of St Albans.

Paying between £23-30,000 depending on experience. Including 4% Pension and life cover.

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