Job ID: 768

Job Title: Administrator/Paraplanner-Stoke on Trent

Location: Stoke on Trent

Salary: £20000 - £30000

Experienced IFA Administrator/Paraplanner


Our client a well established Independent Financial Services Company based in Stoke on Trent are looking to appoint an Experienced Client Support Administrator to support a field based Sales Consultant in order to help him maximise his time and achieve his sales targets.

Role Responsibilities:

  • Provide a high level of sales support to your aligned sales consultant working to maximise his pipeline potential.
  • Develop effective relationships with intermediaries by establishing requirements, providing relevant and accurate information and identifying and applying the appropriate procedures to meet customer needs in a compliant manner.
  • To deal promptly, efficiently and confidently with routine and non-routine customer requests, providing accurate information and responding using the most appropriate medium, before, during and after the sale where necessary.
  • Offering technical expertise on all aspects of pre-sales processes and product knowledge
  • Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales

The successful candidate will have the following attributes:

  • Proven experience in a Sales Support and/or IFA Administration related environment
  • Excellent communication and interpersonal skills, written and verbal
  • Enthusiastic, outgoing and versatile
  • PC literate with good knowledge of Microsoft packages such as Word, Excel and Power Point
  • Knowledge of the financial services industry and an understanding of an IFA’s business and their sales processes
  • Experience of report writing.

There will be the opportunity to develop your career with this company through qualifications and a career path.

Salary will be based on experience and qualifications.

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