Sales Support Administrator

Recruiter
Blakemore Recruitment
Location
Tunbridge Wells
Salary
30,000 - 30,000 per annum
Posted
16 Jan 2022
Closes
21 Jan 2022
Ref
810876358
Contract Type
Permanent
Hours
Full Time
Location - Tunbridge Wells Salary - £30,000 Blakemore Recruitment are currently recruiting for a Sales Support Administrator on behalf of Independent Financial Advisory firm in Tunbridge Wells to join there growing team. The role includes supporting the Partner and Senior Sales SupportAdministrator in collating and processing administration in order to proceed to suitability stage. Responsibilities; Attendance in some client meetings with the Partners. Management of draw down reviews. Debrief with Partners from client meetings not attended. Debriefing the Paraplanner of any urgent tasks. Preparing documentation for sign up. Checking client ID for business submission. Uploading signed client declarations onto the system. Sending out post meeting email to new clients the day after a meeting. Consistently keeping clients updated on significant stages of their investment and at least fortnightly. Keeping up to date with all the systems and procedures. Reading all Weekly Bulletins and attending internal training courses, where relevant. Appointment making. Confirming meetings 24hrs prior to meeting. Preparing client review packs. Sending out signed LOA’s, receiving information & checking all information received. Chasing where appropriate, until full information is received. Passing to the Paraplanner for viability check. Managing LOAs. Reviewing meeting notes and writing client review letters liaising where necessary with the Paraplanner. Processing fund switches, surrenders, etc. and chasing up Administration Centres for confirmation, where appropriate. Preparing documentation for initial and review meeting packs, liaising with the Paraplanner to finalise presentation packs. Liaising with Administration centres for any processing queries. Obtaining up to date valuations from providers and internal Administration centres. Checking Client ID for Business Submission. Do you have the following? Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly; Excellent written communication skills; Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel); Good organisation skills; Attention to detail; Manage time effectively with the ability to multi-task; Keep calm when faced with conflicting demands and handles these effectively; Demonstrate a positive attitude at all times; Work well on own tasks as well as on shared goals as part of a team; Well-presented and professional. Great firm to work for with excellent benefits. If you believe this is the next role for you, please apply.

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