Role details

Sales Support

Bristol   •   £20,000 - £28,000   •  Permanent

Bullet points

  • Permanent Opportunity
  • Potential for Progression

About Our Client

Our client is a successful and growing wealth management business based near Bristol

Job Description

As Sales Support your duties will include:

  • Submitting all new business applications
  • Carrying out client research
  • Data-analysis
  • Ensuring client database is updated
  • Pre-meeting preparations for consultants
  • Monitoring pension scheme bank accounts
  • Providing full compliance support to consultant

The Successful Applicant

To be considered for this role you must:

  • Have previously held a similar role
  • Have a minimum Level 3 qualification (ideally level 4)
  • Have Pensions admin experience

SSAS or SIPP experience is also highly desirable

What's on Offer

This role can offer a great opportunity for progression, as well as a good benefits package

Apply for this job

Click the Apply or LinkedIn button below or contact Michael Booth quoting job reference 13485937
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