Senior Administrator / Sales Support - Investment Services Office based37.5 hours per weekMonday - Friday Salary: £28k - £35k (dependant on experience)Working within the Investment Services department, responding to customer enquiries and carrying out administration tasks in support of the sales process. Promoting the Investment Services department as a premier provider of quality financial solutions within the parameters of the FSA's Commitments and Rules.

Sales Support

Provide administrative assistance to the sales team, including but not limited to:

• Managing the client review process, preparing spreadsheets and reports.
• Drafting letters and reports as needed.
• Sourcing new business illustrations for Investment and Pensions Consultants.
• Processing new business applications, ensuring correct documentation.
• Maintaining the client database.
• Assisting with ongoing research into suitable investment funds.
• Completing administration efficiently to meet record-keeping and file quality standards.
• Upholding the firm's high client care standards and ensuring compliance with FSA rules.
• Performing any other duties as required.

Qualifications & Capabilities

• A minimum of CF level 1 and 2 years experience of dealing directly with clients in the Financial Services sector.
• A full understanding of the different types of investment, life assurance and pension contracts available and of mortgages.
• Ability to work in a structured and planned manner especially when under pressure to meet deadlines.
• Excellent telephone manner and customer service skills

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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

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

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