In this role, you'll handle customer inquiries and provide administrative support to drive the sales process. It will involve promoting our client, all while adhering to regulatory requirements.

• £28,000 - £35,000 (DOE)
• Based in Godalming
• Monday - Friday, 37.5 hours per week
• Flexitime
• 25 days holiday + bank holidays

Job specification:

• Provide flexible administrative support to the sales team, assisting with a variety of tasks.
• Managing the client review process, preparing spreadsheets and reports as needed.
• Drafting letters and reports when required.
• Securing new business illustrations.
• Processing new business applications, ensuring all documentation is accurate.
• Maintaining and updating the client database.
• Assisting with ongoing research.

Person specification:

• At least CF Level 1 and 2 qualifications, with a minimum of two years' direct client experience in the financial services sector.
• Computer literate and proficient in MS Office.
• Comprehensive knowledge of investment products, life assurance, pension plans, and mortgages.
• Exceptional telephone etiquette and customer service skills.
• Able to work efficiently and methodically, particularly under pressure to meet deadlines.

Additional Information:

• Free parking
• Pension
• Private healthcare
• Death benefit
• Study support

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

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

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.