About The Role
For an ambitious team player already studying for the CFP exams and with experience in the financial industry, this is a rare opportunity to take on a sales support role that will see you playing a vital part in the sales consultancy offering.
Customer-focussed and an excellent relationship builder, you'll work closely with the IFA Sales Consultants, providing the exceptional sales and marketing support they need to maximise sales opportunities. It will mean preparing quotations and other paperwork, basically making yourself invaluable to the team.
Excited by the prospect of working for a market leader, this is a chance to really put your industry knowledge to use and develop your product and technical knowledge while you're at it. It'll give you an exposure to the industry you'd be hard pressed to find in your average support role.
Key Responsibilities
Providing quality Sales and Marketing support.
Developing and maintaining productive and effective business relationships with IFAs and consultants.
Preparing and despatching quotations, associated documentation and renewal packs.
Developing and maintaining product, technical and compliance knowledge.
Experience Skills & Qualifications
Certificate of Financial Planning (formerly FPC)
Proven sales support experience
Proactive approach
Effective communication skills, both written and verbal
Ability to work under pressure and to tight deadlines
Ability to work effectively within a team environment
Ability to resolve issues in a customer focused manner
