Stockton On Tees
A highly reputable wealth management practice are looking to expand their corporate team by hiring an experienced sales support professional.
The successful individual will ideally have several years of financial administration experience behind them which they can utilise in this position. You will be working closely alongside the Corporate Adviser to ensure the department is providing a first-class service to both new and existing corporate clients.
Key responsibilities will include, but not be limited to
- To maintain and strengthen relationships with all corporate contacts and deal with any enquiries efficiently and in a timely manner.
- To ensure the effective administration of group pension and group risk arrangements.
- To assists the Corporate Adviser in securing and building advisory relationships with new clients.
- Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance and key legislative and regulatory changes.
- To create and communicate effective marketing campaigns to existing and new corporate clients.
- To provide training, development, and workflow management for the Corporate Administrators and any future team members.
What’s on offer?
- hybrid working available – up to 2 days working from home
- Company pension (matching employer contribution of 65)
- Life insurance
- Critical Illness Cover
- Health Cash Plan
To reach the top end of the salary bracket, you will need to have obtained the level 4 diploma in financial planning.
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, IFA, Financial Planning, Financial Planner, Financial Advisory, Business Support, Financial Administrator, financial planning, IFA Administrator, IFA Admin