Financial Services Sales Support
Support the Lead Financial Advisor with regards to new Life, Pension and Investment business processing and administration.
Responsibilities:
* Prepare pre-sales documentation for Financial Advisors.
* Generate quotations for protection and pension products.
* Process new business applications with Life Companies and Providers.
* Manage the new business pipeline, follow up outstanding items and liaise between Life Companies and Clients.
* Regularly report to Management on Sales Pipeline progress.
* Address existing business queries from clients.
* Built strong relationships with clients through regular communication.
* Efficiently use the CRM system (Wealthtrack/BIS).
* Reconcile commission statements from Product Providers.
* Support Financial Advisors in developing and growing existing business.
* Adhere to company policies including regulatory, professional, and legal requirements.
Candidate Requirements:
* Demonstrate knowledge of the Investment and Pensions market.
* 3-5 years industry experience required.
* Prioritize tasks effectively and work independently.
* Ability to take initiative and solve problems.
* Broker Experience preferred but not essential.
* QFA qualification or working towards it is an advantage.