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Sales Support

  • Posted: 17-07-2019
  • Category: Banking & Finance
  • Location: London
  • Type: Full Time / Perm
  • Salary: Up to £24,000 Per Annum

Our client is based in the heart of the City of London and offers Personal and Corporate Financial Planning advice and management to a range of clients from university leavers to professionals and business owners. They are looking for a third sales support person to join their growing team.

 

Responsibilities:

 

As part of a team, you will be responsible for providing Sales Support to their 2 Financial Advisors, including but not limited to: creating and managing client records: keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries.

 

Requirements:

  • Min. 1 year experience within sales support roles/admin roles in financial services
  • Excellent communication skills both written and veral
  • Excellent literacy and numerical skills
  • IT literate with a good knowledge of Microsoft Word, Excel and Access

 

Benefits include:

  • Competitive salary
  • Sector training

 

For more information or to apply for the job, please send and email with your CV to jobs@newpersonnel.net with the reference Sales Support. 

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