IFA Sales Support Administrator

Location
Plymouth, Devon
Salary
£Competitive plus Excellent Benefits
Posted
10 Sep 2019
Closes
08 Oct 2019
Contract Type
Permanent

We are looking for an IFA Sales Support Administrator to join our expanding financial services team. Working within a highly specialist team, this role will give you the opportunity to take on a varied and fast-paced sales support position within an ambitious firm.

Our Business

Recognised as a 2019 Sunday Times 100 Best Company to work for, Bishop Fleming’s core values are built around providing our staff with a great environment to work in and giving our clients an outstanding level of service. With over 350 staff based across 7 offices, we are one of the UK’s fastest growing accountancy practices and are renowned for offering a rewarding yet supportive working environment.  

The Role

Whilst compliance is a big part of the job, you will need to be pro-active in supporting our consultants who work with clients across the region. Your varied day will include:

  • Diary and appointment management
  • Requesting and checking quotations using e-platforms
  • Processing “new business”, ensuring checks have been completed in readiness to submit proposals to the provider
  • Monitoring new business pipeline through to completion
  • Handling general “after-sales” enquiries, including providing general support to consultants, preparation of valuations, change of address/agency/name; surrenders/withdrawals; death claims; maturities and policy information for providers
  • General administration such as preparing letters to client

What we are looking for

 To be considered for the role, you will have: 

  • Previous sales support administration experience gained from within a financial services environment
  • Excellent communication and interpersonal skills
  • Strong organisational skills with the ability to work well under pressure
  • Excellent IT skills
  • A good working knowledge of Intelligent office would be highly advantageous