In this role, you'll handle customer inquiries and provide administrative support to drive the sales process. It will involve promoting our client, all while adhering to regulatory requirements.
* £28,000 - £35,000 (DOE)
* Based in Godalming
* Monday – Friday, 37.5 hours per week
* Flexitime
* 25 days holiday + bank holidays
Job specification:
* Provide flexible administrative support to the sales team, assisting with a variety of tasks.
* Managing the client review process, preparing spreadsheets and reports as needed.
* Drafting letters and reports when required.
* Securing new business illustrations.
* Processing new business applications, ensuring all documentation is accurate.
* Maintaining and updating the client database.
* Assisting with ongoing research.
Person specification:
* At least CF Level 1 and 2 qualifications, with a minimum of two years' direct client experience in the financial services sector.
* Computer literate and proficient in MS Office.
* Comprehensive knowledge of investment products, life assurance, pension plans, and mortgages.
* Exceptional telephone etiquette and customer service skills.
* Able to work efficiently and methodically, particularly under pressure to meet deadlines.
Additional Information:
* Free parking
* Pension
* Private healthcare
* Death benefit
* Study support
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer