Sales Support Administrator

Sales Support Administrator Thornbury, near Bristol £22,000 to £25,000 p.a.

pro-rata d.o.e.
Part time opportunity for Sales Support Administrator with a successful Chartered financial planning firm in Thornbury.
Office based role.

22 hours per week over 5 days including 4 hours on Friday
The Role
As Sales Support Administrator you will support your colleagues in this office based role by carrying out general client and office related administration tasks which will include but not limited to:

dealing with incoming / outgoing post
greeting clients/visitors
dealing with / re-directing telephone/written enquiries from clients, providers and third parties
client related admin tasks as assigned via back office system in line with determined processes
updating / maintaining accurate and complete client records

The Company
Our client is a firm of Chartered Financial Planners based in Thornbury, South Gloucestershire.

Trading for over 30 years, clients are predominantly SME business owners, senior executives and wealthy retirees.

Their focus is very much on delivering lifestyle financial planning advice rather than product-based selling.

Benefits include 20 days holiday (pro-rata) rising to 25 (pro-rata); employer pension contribution (5%); group income protection; potential for annual bonus/profit share; free local parking.
The Person
As Sales Support Administrator you will have a proven administrative background, ideally in financial services.

You will also have:

ability to work alone and as part of a team
IT literacy –familiar with Word and Excel
high level of attention to detail and organisation
effective communication skills - verbal and written
confident, self-motivated with a can-do attitude
ability to work to tight deadlines

This is a part time office based role.

22 hours per week over 5 days (office closes 12.30 p.m.

If you wish to be considered for the role of Sales Support Administrator, please forward your CV quoting reference 230479.
Applications are invited with experience in: administrator sales support IFA financial planner administration office jobs IT Word Excel communication organisation administrative Thornbury Bristol jobs

  • Location: Thornbury, England
  • Salary: £22000 - £25000 per annum + d.o.e. pro rata
  • Type: Permanent
  • Recruiter: ThreePeople
  • Posted: 10-May-2023
  • Posted on: