Sales Support (Financial Services) - Hampshire - GBP22,000
Sales Administration (Financial Services) - Fareham, Hampshire - GBP22,000 plus benefits
Joining an international Financial Services group, established 100 years, your role will be crucial in winning business for the company through your pre-sales support of the Financial Advisors.
You will ensure that both FA's and clients are fully supported through the new business process, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant, as well as potentially exploring opportunities for referrals and professional connections adding value to the achievement of business targets.
To be successful in this role, you should demonstrate strong administration skills, attention to detail and the ability to liaise and build strong relationships with both internal and external parties.
This role is ideal for candidates who have experience of working in a Sales environment within the Financial Services sector (eg Wealth Management / Insurance/ Protection) and who want to gain a wider knowledge of Wealth Management/Investment products, within a fast growing, friendly team environment.
Candidates with experience of personal pensions, ISA's, general investment accounts and on-shore bonds would be of particular interest, as would those willing to study for the CII Certificate in Financial Administration.
The starting salary for this role is GBP22,000 plus additional benefits package, including private healthcare and pension.
To apply for the role, please send a copy of your CV with the reference number ASH15585RT.
The Ashdown Group Ltd acts as an employment agency in respect of permanent vacancies and as an employment business in respect of temporary vacancies.
Joining an international Financial Services group, established 100 years, your role will be crucial in winning business for the company through your pre-sales support of the Financial Advisors.
You will ensure that both FA's and clients are fully supported through the new business process, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant, as well as potentially exploring opportunities for referrals and professional connections adding value to the achievement of business targets.
To be successful in this role, you should demonstrate strong administration skills, attention to detail and the ability to liaise and build strong relationships with both internal and external parties.
This role is ideal for candidates who have experience of working in a Sales environment within the Financial Services sector (eg Wealth Management / Insurance/ Protection) and who want to gain a wider knowledge of Wealth Management/Investment products, within a fast growing, friendly team environment.
Candidates with experience of personal pensions, ISA's, general investment accounts and on-shore bonds would be of particular interest, as would those willing to study for the CII Certificate in Financial Administration.
The starting salary for this role is GBP22,000 plus additional benefits package, including private healthcare and pension.
To apply for the role, please send a copy of your CV with the reference number ASH15585RT.
The Ashdown Group Ltd acts as an employment agency in respect of permanent vacancies and as an employment business in respect of temporary vacancies.