Financial Services Administrator/Sales Support - Worthing

Artemis Recruitment Consultants Ltd; Worthing; On-site; GBP 25,000 - 33,000; Full time

Job summary

A leading company is seeking an experienced Financial Services Administrator/Sales Support in Worthing. The position involves providing vital administrative support to the Sales Support team by managing client interactions and documentation efficiently. Candidates should have a proven record in financial services roles and demonstrate strong organisational and communication skills.

Benefits

Paid overtime or time off in lieu

9% pension contributions

Discounts available at many retailers

Relaxed dress code

Qualifications

• Proven experience in a Financial Services Administrator/Sales support role.
• Excellent telephone manner and customer service delivery.
• Confidence to engage with clients and providers.

Responsibilities

• Contact providers for requested information.
• Complete application forms and related admin.
• Prepare documentation for Financial Advisers.

Skills

Organisational skills

Multitasking

Customer service

Communication

Attention to detail

Tools

Microsoft Office

Intelligent Office

Job description

Type of Position: Financial Services Administrator/Sales Support - Worthing
Pay: £25k - £33k
Reference: Worthing3

Financial Services Administrator/Sales Support - Worthing

Our client currently has an exciting career opportunity for an experienced Sales Support/ Financial Services Administrator to join their Sales Support team in their Worthing office. Working closely with Paraplanners and Financial Advisers, you will be the first point of contact for clients and providers. This is an administration role that is varied and challenging. You will be able to communicate confidently, display high levels of accuracy and attention to detail and work in an efficient and well organised manner.

• Working in a relaxed, friendly, modern environment
• Paid overtime or time off in lieu if you work over your contracted hours
• 9% pension contributions
• Access to the company’s hub office with discounts for high street and online shops•
• Relaxed dress code policy•

The role would include:•

• Contacting providers by phone and email to chase up for requested information•
• Completion of application forms, new client forms & related admin•
• Preparing documentation and valuations for the Financial Adviser's•
• Coordinating incoming and outgoing post as necessary•
• Booking meetings and general day to day support as required•
• Preparing client letters and emails•
• Assisting with admin matters, such as photocopying/ scanning and keeping client records up to date
  

The ideal candidate:

• Have proven experience in a Financial Services Administrator /Sales support role to include letter of authority and new business applications•
• Proficiency in Microsoft Office•
• Excellent organisational skills and the ability to multitask
• Have an excellent telephone manner and be able to deliver exceptional customer service
• Able to work independently and as a team•
• Demonstrate initiative and be able to follow procedure and instruction•
• Confidence to speak to clients, providers, and all levels of employees•
• Able to work under pressure during our busy times•
• Be able to produce accurate work•
• Demonstrate they can be adaptable and happy to take on new challenges
• Experience of using Intelligent Office would be an advantage
  

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