IFA Sales Support Administrator

Plymouth, Devon
£Competitive plus Excellent Benefits
10 Sep 2019
08 Oct 2019
Contract Type

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