Job Information

A Manchester City Centre based Financial Advisers are looking for a Sales Support Administrator to provide full administration support to their Financial Advisers.

Salary between £21,000 and £23,000

When successful you will be expected to;

• To process new applications for business both in online and paper format
• Carry out all compliance administration associated with new business, this includes ensuring forms are completed and chasing information where necessary
• Set up files for new clients and record information
• Set up new clients on database and send out policy documents as and when required
• Process incoming and outgoing post daily; scan, logging and distributing to the relevant individual
• Handle any client correspondence and daily tasks regarding ongoing cases and queries from Financial Advisers
• Produce Illustrations
• Compile Letters of Authority, sending out to Insurers and collating policy information


To be successful you will need;

• Experience working within a Wealth Management or Financial Adviser support role previously

If you would like to know more, please search ‘Cameron James Professional Recruitment` and call and ask for Richard.

Or apply now.