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Sales Support Administrator required for this Large Professional Practice based in London. Supporting Consultants by producing Client valuations and reports by preparing and processing Client data. Processing and tracking new business and sale requests in line with current procedures, you will also be required to prepare valuation packs for clients. As a Sales Support Administrator, you will produce Clients' valuations and other reports as well as adding new clients to the database and updating and maintaining investment details.
To be considered, you will have a full understanding of the administrative procedures and will have a sound knowledge of products and services in all relevant areas of Personal Financial Planning. Successful applicants will have experience of working in a financial services environment and will have the Certificate in Financial Planning. Salary is between £23,000 - £25,000 depending on experience.