Sales Support / Client Relationship Manager
£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
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 firstname.lastname@example.org
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