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Sales Support Administrator

Zoek Pin Southampton, England


Permanent (Full time)

Posted 20 days ago

RECRUITMENTiQ are working in partnership with a financial services firm that is currently seeking a Sales Support Administrator on a part time basis.

17 -25 hours per week become available as a result of early retirement.

Salary: £ per hour Pro rata £20,

About Us -

Established in 2011, the team have many years' experience providing practical financial planning advice to people, families and businesses in Southampton and the surrounding area.

About the role -

We are looking for an experienced administrator with experience of financial services to join our small team to assist with day to day running of our independent financial management business.

Your key responsibilities will include:

  • Preparation of annual client financial review letters, using internal systems and product provider systems
  • Maintaining key databases and investment management systems
  • Main contact for incoming post
  • General administrative duties

Skills and Qualifications:

Essential skills, qualifications and experience

Experience in financial services, either clerical or secretarial

  • Ability to work on own initiative
  • Excellent written and verbal communication skills
  • Good word and excel skills
  • Good planning and organisational skills

Desirable skills, qualifications and experience

  • Financial Planning Certificate, Papers 1, 2 and 3
  • Awareness of the Intelligent Office IT system would be a significant advantage

In return, we will offer you:

  • Competitive salary.
  • Work place pension.
  • Continuous training.
  • Potential overtime
  • Holidays +bank holidays

Interested? Don't hesitate! Go to the "Apply now" section

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