As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
Bury - Up to £32,000 per annum
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
We are currently working with one of our long standing clients in the Bury location to assist with the recruitment of a Client Support Executive.
The main purpose of the job is to support the growth strategy in the division by identifying and capitalising on opportunities to increase levels of business and servicing the clients needs in line with contractual commitments.
You will be working within a busy sales and customer service environment delivering high quality service.
Posted by Quest Personal Care Global Ltd • £20K/yr to £30K/yr
We are looking for an Sales Support Administrator to manage Key Account retail customers as well as independent retailer orders from initial enquiry through to delivery.
As our Sales Support Administrator, you will have a minimum of 2 years sales order management experience and be looking for a role that is offering a competitive salary, an exceptional benefits package and career progression.