Sales Support Administrator – Financial Planning. Hybrid.

Hook, Hampshire
RecruitmentRevolution.com

Are you looking for a business that offers a very real career opportunity and excellent benefits such as flexible hours, hybrid working, regular social events and so much more?

This is a fantastic opportunity for someone to start their career as a Sales Support Administrator.

If you want to be fully supported and invested in your journey, we need to talk

Previous experience in a similar role would be an advantage but not necessary as full training will be given

Role Info:

Sales Support AdministratorHartley Wintney, Hampshire HQ / Hybrid Working Past Probation£22,000 – £24,000 Depending on ExperiencePlus Benefits Including Pension, Flexible Hours, Social Events, Smart Casual Dress Code

Company: Financial Advice SpecialistsValues: Friendly office putting excellent client outcomes at the heart of everything we doYour Skills: Organisation, Client and Team Communication, Proactive, Attention to detail

Who we are:

Over 20 years of financial advice.

We are dedicated to being there for our clients to talk through the problems they face and setting the course to help steer them to the other side.

We are proud of the relationships with our clients, recognising that each financial situation is unique and requires bespoke advice. Our team of advisers specialise in a range of services, carving out dream retirements and making the most of client finances with a tax-efficient strategy. Together we focus on what is truly important to our clients and those they care about.

The Sales Support Administrator Opportunity:

Reporting to the Practice Manager, you will work alongside 3 of our advisers, providing support to ensure smooth business processing and client servicing.

Key Responsibilities:

+ Frequently liaise with clients to obtain information, and to provide regular updates+ Booking client meetings+ Managing adviser’s diaries to ensure their time is being managed efficiently+ Track client reviews and ensure these are completed when due+ Complete review follow up letters for advisers+ Frequently liaise with the Administration and Paraplanning teams on fund switches, case tracking, LOAs and completion of tasks as needed+ Liaise with the Administration and Paraplanning teams for them to prepare files for review+ Update Salesforce with all client contact+ Liaising with the Director on adviser productivity+ Assist the Administration Team with submission of fund switches, file preparation, withdrawals and ad-hoc administration requests for the advisers during busy periods+ Request tax calculations from the relevant SJP team for client withdrawals+ Responding to general client and company queries as appropriate+ Attendance at seminars and client events as and when required+ Undertake any tasks as assigned by the Practice Manager+ Development of systems & procedures to ensure swift transaction of business+ Completion of internal exams and continuing development as required+ General scanning and filing as required

About you:

+ Familiar with our company systems, processes and products an advantage+ The confidence to deal directly with clients+ Highly organised and able to work on your own initiative+ Flexibility to work around the needs of the advisers+ Excellent communication skills+ Professional and friendly manner+ Able to work autonomously as well as part of a team+ Proactive approach+ Precise attention to detail+ Ability to accurately transpose information+ Up to date knowledge of regulation and legislation an advantage

Sounds like a good fit? Apply here for a fast-track path to the Hiring Manager.

Your Previous Experience / Background Might Include:Administrator, Coordinator, Team Support, Team Admin, Support Executive, Support Coordinator, Executive Assistant, Operations Coordinator, Administrative Officer, Business Support Administrator, Operations Administrator

Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.