Sales Support – Godalming

Location:Godalming
Salary:£20,000 - £25,000 + generous benefits package
Type:Permanent
Sector:Administration

Our client is seeking a Sales Support Administrator to join their successful team. This is an exciting opportunity for an articulate, business orientated individual to join the business development team in a support role.

Job Description

  • Checking and coordinating new business applications/paperwork and submitting to the administration teams
  • Liaising with the business development and technical teams to ensure application information is accurate and recorded
  • Ensuring all correspondence is scanned and referenced
  • Taking telephone calls and following up necessary actions
  • Monitoring central email mailbox
  • Sending out application paperwork as required
  • Updating and maintaining database records
  • Organising online access requests for clients and advisers
  • Assisting with seminar and event organisation- preparing invitations, booking venues, coordinating logistics and collating post event feedback
  • Creating PowerPoint presentations
  • Completing due diligence reports and surveys
  • Maintaining compliance register and obtaining appropriate compliance reviews
  • Logging copies of all invoices and maintaining department budget records

Skills/Experience required:

  • Minimum 6 months’ experience in an office-based role
  • Ability to multi task
  • Numerate, with good Microsoft Office skills
  • Articulate, with ability to speak to high net worth individuals and senior level staff
  • Good team player with excellent communication skills

Qualifications:

  • Requirement to study towards and pass Financial Services Regulation & Ethics (CF1) or Pension Administration (FA2) qualification within 18 months of joining.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Apply now





CV*


Would you like to discuss this role further?
Speak to the 2i Team: 01483 414719

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