Sales Support / Client Relationship Manager – Horsham

Sales Support / Client Relationship Manager
Horsham
£20-£30,000 Bens and Bonus
Seeking an experienced sales support administrator to join a chartered financial planning practice in a varied role undertaking general administration, report writing and the delivery of services to clients.
The role will involve:
Database management; maintaining customer records
Arranging client meetings and diary management
Processing documentation
Preparing and issuing reports and documentation
Liaising with customers
Preparing and distributing newsletters
You will need:
Experience of working within an IFA or wealth management business
Positive, flexible, ‘can do’ attitude with a strong sense of responsibility
Strong attention to detail
Able to communicate clearly and effectively in person and in writing
Excellent telephone manner
A good level of numeracy
Good IT skills and proficiency in use of Microsoft Office Suite
Good time management skills
Ability to work alone and as part of a team with good interpersonal skills
Ability to establish and maintain effective administrative processes
Progress with professional exams would be advantageous.
The company offer a competitive package, bonus and holiday entitlement and a great working environment.
There is the opportunity to progress into paraplanning if this is of interest.

Apply to mail@jamesassociates.co.uk

By sending us your information, you acknowledge that it will be held and processed by James Associates Recruitment Ltd, and you consent to our using your contact information (including your phone number and email address) to process your application and contact you to discuss recruitment opportunities.

James Associates Recruitment Ltd Privacy Policy can be found here.