Ifa Sales Support Administrator - Cheltenham, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Cheltenham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Mbf are working with a fully independent & Chartered Financial Planning organisation to recruit an experienced IFA Sales Support Administrator.

The company are well known in the industry, they have won multiple awards and have a very strong presence in the South West of England.

The company has grown considerably over the past 10 years and are expected to grow even further in the medium & long term future.

They are now looking to recruit two IFA Sales Support Administrators to join them, the roles will work within a new & exciting team.

The client is looking to recruit individuals that have previous Financial Planning/Wealth Management experience, although they will also consider individual from wider Financial Services background such as Wrap Platforms & Investments.

Individuals that have new business & intelligent office experience would have an advantage.

Duties include but are not limited to:

Keeping the team regularly updated on the progress of outstanding transactions and managing any technical queries.
Maintaining data on Intelligent Office in line with the company processes
Updating client platform account records accurately in line with company processes
Proactively review platform accounts and MI reports on a regular basis, ensuring that all are in order and any necessary work is carried out within agreed SLAs.
Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information

In return my client is offering a basic salary to £27,000 + bonus and company benefits. They offer flexible working with 3 days in the office and 2 working from home.

The client is well known for providing first class training and support for their staff, as a result they have very low staff turnover.