Posted by McCarthy Recruitment Ltd • £25K/yr to £27K/yr
As part of a new phase of expansion we are looking for a qualified and ambitious Sales Administrator join this dynamic team and take their career to the next level!
Are you highly organised and love working in a fast paced and agile environment?
Are you passionate about being the key piece of a sales team?
Reporting to the Office Manager to act as a Customer Liaison Administrator to support the day-to-day running of the office, ensuring administration services are provided for company staff and as product experience grows, for current and new clients.
Main responsibilities will include maintaining contact with existing customers, working to understand their needs and providing specific support and upselling.
Job Overview
We are looking for a dynamic, well-spoken, articulate individual who has proven high-end customer service and administration skills.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
You will ensure all admin tasks are completed in a timely and accurate manner.
We have an Apprenticeship Opportunity to work within our busy office, providing admin support to our Contracts, Building and Installation teams.
We are a leading home improvement company supplying Conservatories, Orangeries, Double Glazing Windows and UPVC doors in Cheshire, Lancashire, Staffordshire, Merseyside, and Greater Manchester.