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Sales Support Administrator

Full-Time

Financial

Stoke

2 months ago

Up to £ per annum

Reference: Sales Support

We are currently looking for a dynamic individual to assist within a small, but busy financial consultants office.  This is a permanent role in the ST4 area of Stoke on Trent.

Purpose of role

  • To provide administrative support as required to ensure the efficient and smooth running of the firm.
  • To deal effectively and efficiently with all day to day telephone and email enquirers, both  internal and external.
  • Organise and send outgoing post.
  • Create and maintain effective filing systems / client files.
  • Arrange meetings and book appointments.
  • Update and maintain the firm’s client database and diary system.
  • Action new business processing and application submission.
  • Liaising with product providers as and when necessary.
  • Assisting Advisers in the creation of client financial reports and correspondence.
  • Monitor receipt of fee payments from clients.
  • Maintain a computerised customer database and ensure it is kept up to date.
  • Manage, organise and update relevant data using database applications.
  • Working within the firm’s financial guidelines at all times:  Compliance, Training & Competence, Complaints and Data Security policies / procedures.

Responsibilities

  • To ensure that the firm’s clients are treated fairly at all times.
  • To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
  • Attend training and to develop relevant knowledge and skills.

Critical Skills

  • Excellent written and oral communication, together with extensive numeracy skills.
  • Comprehensive report writing skills.
  • Methodical and highly organised.
  • Fast and accurate keyboard skills.
  • Effective problem solving.

Critical Knowledge

  • Knowledge of the FCA’s and firm’s record keeping requirements.
  • Basic knowledge of the financial services sector.
  • Extensive knowledge of Office 365 software packages.

Experience

  • Previous office administration.
  • Held a similar role within the financial industry previously.

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