IFA Sales Support Administrator

Location: Plymouth

Contract Type: Permanent

Hours: Full Time

IFA Sales Support Administrator

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.

You will be joining a business with over 425 staff and 7 offices throughout the South West and West Midlands. We’re expanding rapidly and view this role as an important part of our growth plans.

This position will suit a talented financial services administrator who takes pride in producing quality pieces of work.

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 client letters

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

For more information, please contact Ben Carter; Resourcing Manager.

We welcome applicants who would like the flexibility in their working arrangements, including working from home or part time working, which may help to accommodate parent or carer responsibilities, further studies and activities outside of work.

We are committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential.  We support a culture where people are valued and treated fairly with respect and differences are understood and celebrated. 

The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level.

Apply now