Financial Services – Sales Support Administrator
Worthing, hybrid (Parking)
Our client is a well-established financial services firm providing integrated wealth management and tax advice solutions to a diverse client base, including individuals, business owners, and professionals. They are seeking a proactive Sales Support Administrator to join their team and provide first-class administrative support to advisers and clients.
Some responsibilities include:
- Managing Letters of Authority and updating client information on back-office systems
- Preparing and sending accurate client communications promptly
- Handling inbound/outbound calls
- Accurately completing application forms and ensuring compliance documentation is maintained
- Actioning post/DocuSign, managing diaries, and booking client/internal meetings
- Supporting new business submissions and chasing updates until cases are complete
- Supporting additional projects
Benefits
- Competitive salary
- Hybrid working
- Parking permit paid for
- Flexible working options are available
- 4% Employer pension contributions
- Death in Service cover
- Private healthcare / cash plan (after qualifying period)
- Friendly, modern, supportive working environment
- Career development and long-term growth opportunities
To Be Considered for this adviser support position:
- Experience in financial services administration or sales support
- Strong organisational, time management, and multi-tasking skills
- Ability to work independently and manage priorities effectively
- Familiarity with financial systems and documentation processes advantageous
Apply today – This is an ideal opportunity for someone looking to join a dynamic, client-focused financial services team with scope for growth and professional development.