• 21 July 2008
• Reference: JR202607

• Central Administration Administrator

• Edinburgh £16,000 - £20,000 p/a Permanent

Position: Sales Support Administrator - Edinburgh
Salary: £16 - £20,000
JR Reference: 202607

Fantastic opportunity to join this organisation as a Sales Support Administrator in within their Edinburgh office.

Key responsibilities for the role of Sales Support Administrator:

Process new and existing business
Place instructions for client deals and track them
Accurately record and maintain client personal, investment and transaction data on the data system
File and store records so they can be accessed and/or retrieved in an efficient manner
Ensure prompt and effective communications with internal / external contacts
Build and maintain positive working relationships with colleagues and key contacts
Investigate, resolve and / or escalate service complaints and enquiries within internal and regulatory standards
Plan and organise work activities to ensure targets and service standards are met
Develop and maintain a good understanding of a broad range of financial products and associated legal and regulatory requirements
Act as a professional point of contact for Internal / External contacts by ensuring that the majority of enquiries are dealt with at point of call, and where not that caller is satisfied that their enquiry is being followed up.
Understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks
Identify and refer opportunities to improve working practices and/or risk management to enable improvements to be made

Key Skills required for the role of Sales Support Administrator:

Experience of administration within the financial services sector either with a Life Company or an IFA firm
Previous use of Adviser Office would be an advantage
Previous experience of SIPPs and platforms would also be an advantage
Industry knowledge and awareness evidenced by Certificate of Financial Planning qualifications would be advantageous but not essential. Relevant study will be encouraged
Knowledge of Word / Excel to intermediate level

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Keywords related to this job

• Life & Pensions,
• Administration / Sales Support,
• Edinburgh,
• Permanent,
• Financial Services Provider,
• Life & Pensions,
• Administration / Sales Support,
• Edinburgh,
• Permanent,
• Financial Services Provider,
• Sales Support