Sales Support Administrator
- Recruiter
- Anonymous
- Location
- Godalming
- Salary
- 25 days holiday, Parking
- Posted
- 28 Feb 2018
- Closes
- 28 Mar 2018
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
We are a well-established financial services company based in Godalming, who are recognised in the sector. With over 30 years' worth of experience, we have regularly won Financial Advisor Service awards.
We are continuing to grow rapidly and due to internal movement, we are seeking a Sales Support Administrator to join our busy team. Working Mon-Fri 9am-5.30pm, we are offering a starting salary of up to 25K plus full training and progression, free parking, 25 days' holiday, life cover, private healthcare and a company pension.
This is an exciting opportunity for an articulate, business orientated individual to join the sales and business development team. Reporting into the Director of Sales and Marketing, the Sales Support Administrator will provide support to 4 business sales managers and is pivotal in the smooth operation of the team. This role is varied and includes some marketing aspects too.
The main duties will be:
* Completing due diligence reports & surveys from Financial Advisers
* Various new business MI
* Maintaining financial promotions register for Compliance reasons
* Customer Satisfaction Questionnaires - collating data
* Writing minutes for marketing meetings
* Updating website - GAD rates, updated literature
* Helping with seminars - invites, booking venues, attending, CPD certs
* Keeping track of invoices, updating team Budget spreadsheet
* Updating literature
* Checking and coordinating new business applications/paperwork and submitting to then admin team.
* Maintaining introducer database
* Preparing SIPP illustrations
* Taking/fielding phone calls
* Organising online access for clients & advisers
* Ordering stationery
* Reading / google alerts, financial publications looking for references
* Liaising with design companies
* Monitoring Enquiries mail box
As Sales Support Administrator, you will provide pivotal support to our sales team. Therefore, the successful candidate will have proven office based administrative support experience ideally within the financial services sector and have the ability to multi-task. You will excellent PC skills and be able to adapt your telephone skills to speak to people at all levels. You will be numerate, eager to learn and a good team player
We are continuing to grow rapidly and due to internal movement, we are seeking a Sales Support Administrator to join our busy team. Working Mon-Fri 9am-5.30pm, we are offering a starting salary of up to 25K plus full training and progression, free parking, 25 days' holiday, life cover, private healthcare and a company pension.
This is an exciting opportunity for an articulate, business orientated individual to join the sales and business development team. Reporting into the Director of Sales and Marketing, the Sales Support Administrator will provide support to 4 business sales managers and is pivotal in the smooth operation of the team. This role is varied and includes some marketing aspects too.
The main duties will be:
* Completing due diligence reports & surveys from Financial Advisers
* Various new business MI
* Maintaining financial promotions register for Compliance reasons
* Customer Satisfaction Questionnaires - collating data
* Writing minutes for marketing meetings
* Updating website - GAD rates, updated literature
* Helping with seminars - invites, booking venues, attending, CPD certs
* Keeping track of invoices, updating team Budget spreadsheet
* Updating literature
* Checking and coordinating new business applications/paperwork and submitting to then admin team.
* Maintaining introducer database
* Preparing SIPP illustrations
* Taking/fielding phone calls
* Organising online access for clients & advisers
* Ordering stationery
* Reading / google alerts, financial publications looking for references
* Liaising with design companies
* Monitoring Enquiries mail box
As Sales Support Administrator, you will provide pivotal support to our sales team. Therefore, the successful candidate will have proven office based administrative support experience ideally within the financial services sector and have the ability to multi-task. You will excellent PC skills and be able to adapt your telephone skills to speak to people at all levels. You will be numerate, eager to learn and a good team player