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Sales Support Administrator

Job LocationDerriford
EducationNot Mentioned
Salary£17,000 - £22,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

REED are currently supporting a Financial Planning firm keen to bring on an experienced IFA Administrator/Sales Support Administratorto their growing team. Perfect for an well-seasoned administrator, looking for job security and longevity in their next role.Duties:

  • Provide high quality support to our Advisers
  • Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information. E.g. switch fees and funds available and charges
  • Produce tables and build profiles on FE analytics
  • Issue client advice, correspondence and enclosures
  • Process all new business through to conclusion
  • Maintain task schedules and tracker spreadsheets to monitor service standards
  • Adhere to the FCA’s Conduct Rules
  • Its essential that you have minimum 3 years experience working within financial planning.This role is inclusive of a competitive salary, 23 days holiday, bank holidays, and option to buy up to an extra 10 days a year. Generous pension scheme, death in service & access to flexible benefits scheme.If interested, please apply or get in touch with Heather Yardley at REED Insurance for more information, , or

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