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Location: Bristol
About the Role
We are looking for an Independent Financial Advisory (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.
This position will suit a financial services administrator who takes pride in producing quality pieces of work.
This is a part-time role that could be 3 or 4 days a week.
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
About You
- 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
Why Bishop Fleming?!
Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. With a turnover of £38.4m, the firm saw growth of 15.5% per cent over the last 12 months.
From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming has a wealth of knowledge and experience in areas such as internal and external audit, corporate and personal tax, corporate finance and deals and accounting services.
Bishop Fleming is currently ranked 33 in the Accountancy Age league table and is the number one provider of audit services multi-academy trusts in the academy sector. The firm was also ranked fifth in the inaugural UK Accountancy Age Mid-Tier Power Index.
With 8 offices spanning from the West Midlands to the South West, the firm has 43 partners and nearly 500 staff, and is a certified Great Place to Work®.
Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.
We are a firm that thinks clients, people and communities. As a member of Business in the Community (BITC) we are focussed on improving our responsible business practices and collectively making positive impacts for the benefit of society.
If that’s not enough, we offer a fantastic range of benefits including:
- 25 days holiday plus bank holidays plus Christmas off!
- Hybrid working
- A contributory Pension scheme
- Life assurance
- Simply Health cashback plan including access to 24/7 online GP service and counselling services
- Perkbox discounts and rewards platform with over 4,00 perks and discounts
- Yulife employee wellbeing app
- Social events with active social committees that plan internal and external events
- Numerous opportunities for career development
Please contact Seyi Oseni, Resourcing Administrator if you would like to discuss this opportunity further.
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.
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