FANTASTIC NEW OPPORTUNITY – Sales Support Administrator, £25,000 p/a, Birmingham, F/T Office
Sheridan Maine are delighted to be working with a chartered firm of independent financial advisors based in Birmingham. They are looking for a Sales Support Administrator to join their back-office team.
The Role This position will help support the Financial Planner(s) and Paraplanner(s), in servicing clients, including meeting the regulatory review process. Other duties include (but are not limited to):
Processing and chasing through all new business.
Providing updates on ongoing cases to both their team and the client.
Be able to gather relevant information for the client reviews from the various Platform providers and produce client annual review reports and pre-review paperwork.
Processing fund switches.
Processing and managing income requirements for clients.
Ensuring that the back-office system (Intelligent Office) is always updated.
Assisting the Paraplanner(s) by gathering any other information. required to assist in the advice process, including obtaining policy information of existing contracts and pension projections.
The Person This company are looking for a proactive, communicative, and personable individual to join the team. Other requirements include:
+2 years of experience in an IFA environment.
Highly organised individual.
A team player, someone who is solution oriented.
Strong PC skills including MS Excel and a good knowledge of retail investment products is desirable.
Happy to travel into the office 5 days a week initially.
This company offer 25 days holiday + bank holidays, 9-5 working hours (with 1 hour lunch) and free parking. They would also be happy to support with any relevant qualifications and study to further your development.
