IFA Sales Support/Paraplanner
Stowmarket
A hugely successful IFA practice are keen to appoint new administrator.
Our client requires an individual to provide support to financial advisers and the Paraplanners. This will include a range of administrative duties, client service and technical support to assist the financial advisers and paraplanners in their duties.This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.
KEY RESPONSIBILITIES & ACCOUNTABILITIES- New business processing and submission to Business quality, submitting onto external and internal systems
- Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
- Liaison with a variety of product providers and use of their online systems to gather valuations etc
- Working with back-office system to maintain client records, process annual reviews reports and new business processing
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- General Administration and client servicing support as needed
Ipswich, 13 mi from Stowmarket
Your new company
This is a newly created Sales Support Coordinator (Temp or 6 Months FTC) job working as part of a fast-paced customer service team for a busy and growing company based in Ipswich.
Your new role
This Sales Support Coordinator...
Spider Web RecruitmentLowestoft, 37 mi from Stowmarket
Sales Support Administrator - Are you ready to take your career to the next level? If so, we are looking for a Sales Support Administrator to join our team in Lowestoft, Suffolk on a full-time permanent basis!
This is not just another job; we're...
Chelmsford, 38 mi from Stowmarket
Sales Support Coordinator
Salary: £25k - £30k + Uncapped commission + Company bonus scheme
Location: Chelmsford (This role is NOT hybrid or remote working)
Are you a dynamic and motivated individual with a passion for sales? Our client, a leading...