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IFA Sales Support Administrator


IFA Sales Support Administrator


A leading Financial Planning and Wealth Management organisation are currently looking to recruit a Sales Support Administrator to join their Altrincham-based team on a permanent basis.

Within this role, you will join a well established friendly team and be responsible for administering and rebroking of Group Risk, Group Personal Pensions and Health Insurance policies. The work will be focusing on the larger and more complex schemes and there will also be the opportunity to deal with new business enquiries and undertake complex projects as and when required. You will be working with a specialist Consultant, and will assist in maintaining a portfolio of clients; including undertaking renewals, collating and manipulating data, identifying medical underwriting requirements, and processing medical underwriting and / or claims. You will also occasionally be required to attend meetings with clients to undertake employee presentations and strong client relationship management skills are required as you will become the key contact for all client enquires.

You will need to have extensive experience within the Health, Personal Pensions and Group Risk industry and come from a Broker/Consultancy/Provider background. Progression towards CII exams is advantageous, including GR1, and successful candidates will also need to have CF4, CF1 or FA2 qualifications, as well as being computer-literate with good Word & Excel skills. You should possess excellent verbal and written communication skills and one of your strengths will be your attention to detail as the company prides themselves on accuracy.

The position will be a rewarding role with lots of scope for progression within the market leading, reputable organisation. This role also includes Pensions, PHI, 26 days holiday and season ticket loans.

Please quote PTM1701-139 when calling Alexander Lloyd on 01293 572900 and ask for our Accountancy and Finance division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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