Job Information

A Manchester City Centre based Financial Advisers are looking for a Sales Support Administration Assistant to provide support to their Financial Advisers in respect of new business.

• Salary £17,000 - £18,000.
• Clear career progression route available

When successful you will be expected to;

• To monitor the new cases being received
• Contact the client to agree the appointment date and time for their Fact Find call with the Adviser
• Send confirmation of the appointments to the clients along with any required documentation
• Track receipt of required documentation and liaise with the Adviser and Administrator to ensure received in time
• Chase the client for response as appropriate
• Ensure the database and client folder is kept up to date
• Make and answer telephone calls and have a friendly and professional manner at all times

To be successful you will need;

• Experience working within a professional environment, ideally financial services doing an administration role which requires good attention to detail
• Product provider experience is desirable

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