This position is no longer open for applications

IFA Sales Support Administrator

Location: Crawley

Salary: £24k - £32k DOE

Mon-Fri – Full Time

Do you have a background working within an IFA/Wealth management organisation within a clerical/administrative role supporting a team of IFA’s and want to work in a friendly and pro-active organisation?

I have great pleasure in supporting our client in the recruitment of a dynamic and well organised IFA Sales support Administrator to join their successful and busy team based in their offices in Crawley.

Responsibilities:

• Dealing with incoming telephone and email enquiries
• Dealing with incoming post and distributing it to employees
• Arranging meetings and booking appointments on behalf of the Financial Advisers
• Submitting new business applications
• Ordering stationary and supplies
• Maintaining the company’s diary
• Liaising with product providers and mortgage lenders
• Creating client financial reports and letters
• Attending meetings when required
• Compiling invoices and monitoring receipt of commission payments from clients
• Create financial reports using spreadsheets
• Updating accurately the customer database
• Update database applications

The right candidate will have the following skills and experience:

• Proven administration background within an IFA/Wealth Management organisation
• Ideally have knowledge of Intelligent Office
• Excellent IT skills inclusive of Excel
• Great communication skills
• Well organised and can work to strict deadlines
• Works well in and team and be able to work on your own initiative

This is a great opportunity to join a busy and thriving organisation, for more information on this role please call Sarah Nicholas on 01273 947810 or apply today!