Sales Support / Admin
Not Specified | Permanent, full-time| £23,000 - £28,000 per annum
An exciting opportunity has arisen for an ambitious individual to join an award winning Financial Services company based in Chester.
The role is to provide Administrative Support to a small team of Chartered Financial Planners, communicating regularly with their clients over the phone and in person.
You will be processing applications, preparing correspondence and contracts, and ensuring the CRM systems are kept updated. All of this must be completed in line with FCA regulations so excellent attention to details and strong organisational skill are essential.
Candidate must have:
Salary:
£23 – 28k – according to experience.
If you meet with the criteria and would like to know more then please Apply Now
The role is to provide Administrative Support to a small team of Chartered Financial Planners, communicating regularly with their clients over the phone and in person.
You will be processing applications, preparing correspondence and contracts, and ensuring the CRM systems are kept updated. All of this must be completed in line with FCA regulations so excellent attention to details and strong organisational skill are essential.
Candidate must have:
- A minimum of 12 months Administration experience in Financial Services, preferably in a Wealth Management environment.
- Strong interpersonal skills and the ability to work with a high degree of accuracy
- Competent in Excel spreadsheets and CRM systems
- Experience of Fact Finding and Risk profiles would be advantageous
- RO1, FA1, FA2 Qualified, or looking to qualify would also be advantageous
Salary:
£23 – 28k – according to experience.
If you meet with the criteria and would like to know more then please Apply Now