Job Overview
The Sales Support Administrator role entails providing high-quality support to financial advisors, ensuring accuracy and compliance with contractual requirements. This involves reviewing documentation, assisting with insurance and pension administration for a diverse client base, and liaising with Life Assurance and Pension companies to effectively manage client cases.
Key Responsibilities:
* Provide exceptional support to financial advisors
* Review documentation for accuracy and compliance
* Assist with insurance and pension administration
* Liaise with Life Assurance and Pension companies
* Manage and maintain client data in CRM systems
* Oversee new business pipelines and processes
* Build and maintain strong client relationships
* Prepare and manage client files and reports
* Collaborate closely with financial planners and colleagues
* Ensure compliance with regulatory requirements and internal policies
* Respond to client and internal queries promptly and professionally
Our ideal candidate possesses a minimum of 2 years' experience in an administrative role, preferably in financial services. They should have excellent organizational skills, strong attention to detail, proficiency in Microsoft Word and Excel, and experience with CRM or data management systems is advantageous. Strong verbal and written communication skills are essential, as well as the ability to work independently and collaboratively within a team.