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Sales Support
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Job details
Title:
Sales Support
Reference:
WEB461559MP
Salary:
Circa £25,000 + Benefits
Location:
Bracknell
Description:
Our client, a top performing national IFA is seeking a Senior Sales support
administrator with Pensions knowledge to support their IFA's in the Berkshire
office.
You will be responsible for: Processing New Business; Liaising with Insurance
companies and clients; obtaining valuations for portfolios; Diary Management
and answering queries over the phone.
You will be supporting a Senior Client Partner, working within a team of
Advisors, Paraplanners, Administrators and a PA.
You will need experience within an IFA environment and have started studying
and achieving financial planning qualifications. You will have good Admin,
Computer, telephone and customer service skills.
They are offering an attractive package, benefits and career development.
Contact details
Name:
Matthew Pope
Phone:
020 7481 8686
Email:
matthew.pope@ipsgroup.co.uk