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Sales Support Administrator, N3

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If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email when it is available.



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If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email.


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£22000 – £26000/annum

Location

N3, Finchley, Greater London

Posted

28/05/2019 (16:36) Just Added

Agency

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Description

Our client who are a highly successful Independent Financial Adviser (IFA) practice, who’s clients range from SMEs through to international, multi-site quoted companies with upwards of 5000 employees, are looking to recruit an experienced Sales Support Administrator who ideally has worked within the  Independent Financial Advisory (IFA) sector.

JOB DESCRIPTION:-

•    Achieve a comprehensive understanding of the client review process and assist to develop where necessary.
•    Create and provide reports of pending client reviews months in advance.
•    Contact clients to arrange client review meetings and record on X-Plan and with the relevant Adviser’s diary (or liaise with Adviser’s Personal Assistant where necessary to ensure the meeting has been confirmed).
•    Book time in meeting rooms, as required.
•    Contact the client a week prior to the scheduled meeting to confirm.
•    Check the existing client information to ensure all is valid and up to date.
•    Obtain full transaction history for all client Plans at Annual Review.
•    Prepare the client schedules and meeting packs, including any compliance documents that may be required.
•    Ensure the prepared client schedule is correctly attached to X-Plan and matches the client benchmark.
•    Liaise with product providers to request values and data for any clients with a review set in the following month in order to ensure written values are accurate.
•    Attach up to date product values on to client record.
•    Ensure all information allocated to a client on X-Plan is accurate.
•    Follow and update threads on X-Plan and ensure all tasks are closed off on completion.
•    Ensure all documents/e-mails are attached to X-Plan against the correct Plan and under the correct type and sub-type.
•    Accurately record all time charges on X-Plan.
•    Carry out a “4-Eyes” check on client schedules and ensure a team member double checks a completed schedule before the schedule is provided in preparation for a client meeting.
•    Highlight any un-invested cash to the Adviser for consideration with the client.
•    Check ISA funding position and highlight the current situation to the Adviser.
•    Any other reasonable task that may be asked of you.

Benefits:-

•    20 days holiday and one day extra each year from year five, until you reach a maximum of 25 days.
•    Office closure between Christmas and New Year 
•    Pension contribution equal to minimum statutory amount.
•    Income Protection, from commencement of role.
•    Death in Service Plan from commencement of role.
•    Cash Plan (to assist with dental, optical, physio) etc – from commencement of role.
•    Sponsorship for one attempt at professional qualifications (on approval).
•    Free annual flu vaccination, administered in the office.
•    Monthly company wide social events.
•    Breakfast and fruit supplies.
 

Type

Permanent

Contract Length

N/A  

Contact Name

Telephone

Job Reference

12301

Job ID

210113908

Applications



If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email when it is available.



Click here to Apply for any job you like





If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email.


Click here to Apply for any job you like



Click here to Apply Now

If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email when it is available.

Click here to Apply for any job you like

If you want to get job availability details for your profession and location then click below to submit details.We will Inform you job availability by email.

Click here to Apply for any job you like