We are recruiting for a well regarded business in High Wycombe. The vacancy which is due to a promotion is for an experienced Sales support administration to join the existing team and assist the team of Financial planners.
Duties will include:
- Providing an efficient new business support for advisers, including pre-sales research and preparation of Suitability Reports, processing, liaising with product providers and clients in a timely manner and checking that all compliance requirements are met
- Providing support in relation to the preparation of valuations and client review documentation to allow the advisers to conduct efficient client meetings
- Provide post meeting support to consultants ensuring that all work is completed accurately within agreed timescales
The ideal candidate will be highly organised with good technical knowledge and have the capability to plan and prioritise assignments in a busy environment. You must have a solid unders
Posted 3 days ago