Senior Administrator / Sales Support - Investment Services Office based37.5 hours per weekMonday - Friday Salary: £28k - £35k (dependant on experience)Working within the Investment Services department, responding to customer enquiries and carrying out administration tasks in support of the sales process. Promoting the Investment Services department as a premier provider of quality financial solutions within the parameters of the FSA's Commitments and Rules.
Sales Support
Provide administrative assistance to the sales team, including but not limited to:
* Managing the client review process, preparing spreadsheets and reports.
* Drafting letters and reports as needed.
* Sourcing new business illustrations for Investment and Pensions Consultants.
* Processing new business applications, ensuring correct documentation.
* Maintaining the client database.
* Assisting with ongoing research into suitable investment funds.
* Completing administration efficiently to meet record-keeping and file quality standards.
* Upholding the firm's high client care standards and ensuring compliance with FSA rules.
* Performing any other duties as required.
Qualifications & Capabilities
1. A minimum of CF level 1 and 2 years experience of dealing directly with clients in the Financial Services sector.
2. A ful...