Jobs

Sales Support Administrator - West Yorkshire

Posted 2 months ago
Salary
£28,000/ANNUAL
Location(s)
Yorkshire and The Humber
Type
Permanent

Continued growth and an internal promotion brings an opportunity to join a highly successful  IFA practice.

Working within a small supportive team you will responsible for the proving of support to private client IFA's both pre and post client meeting.

Your duties will include:

  • Collection of information for client packs in preparation of meetings
  • Contact with providers to obtain client valuations
  • Processing new business
  • Use of and updating the companies CRM   

 On offer is a negotiable basic salary of c£23k to £28k, generous pension, holidays and excellent team culture.

 

 

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