Support/ Compliance – Work from Home – Full or Part Time
North Home Counties
To £35,000 FTE + Benefits and Bonus
This expanding chartered financial planning practice based in the North Home Counties is seeking an experienced sales support administrator to join the team. Working with HNW clients they need to ensure service standard are maintained for both existing clients and new clients they are engaging.
Working remotely from home the role involves all aspects of sales support with extensive client contact by phone and email including preparation of valuations, liaising with product providers, processing applications etc.
In addition there can be some more technical responsibilities such as some report writing and some compliance responsibilities for the right candidate.
They encourage personal development and will support professional qualifications.
Intelligent Office experience would be beneficial.
Working from home the team do meet up regularly so the candidate needs to be North Home Counties based.
Apply to firstname.lastname@example.org
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