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IFA Sales Support Administrator in Plymouth at Bishop Fleming

Date Posted: 6/12/2018

Job Snapshot


Are you an experienced Sales Support Administrator with experience of working in Financial Services?

We are looking for an enthusiastic IFA Sales Support Administrator to join our highly successful Financial Services team based in Plymouth.

Our clients are generally advised face-to-face by our highly trained, salaried consultants who are all well qualified and have considerable industry experience. The support for our professional team of consultants is key to our business success, and you will relish the chance to be part of that team.

Able to demonstrate previous sales support experience within an IFA, tied agent or life assurance environment, you will be joining part of a growing and dynamic Sunday Times 100 Best Company to Work For which has over 350 employees working across 7 offices.

You will be part of a small sales support and financial planning admin team that provides administration and sales support to consultants.

Whilst compliance is a big part of the job, being pro-active in supporting Consultants working with clients across the region, your varied day will include:

  • Diary and appointment management
  • Requesting and checking quotations using e-platforms.
  • Processing “new business”, ensuring checks have been completed in readiness to submit proposals to the provider
  • Monitoring new business pipeline through to completion
  • Handling general “after-sales” enquiries, including general support to Consultants, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
  • General Administration such as preparing letters to clients.

This is a great opportunity to join a small highly specialist team within an organisation that can offer a modern and contemporary working environment.

You will have:

  • Previous Sales Support Administration Experience gained from within a Financial Services Environment.
  • Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education (minimum of 9 GCSE’s or equivalent) grades A*-C
  • A good working knowledge of Intelligent office would be highly advantageous
  • A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines

You will be:

  • Extremely well organised with excellent communication and interpersonal skills.
  • A flexible team player who thrives in a fast paced working environment
  • Able to multi-task, possessing excellent attention to detail and used to  working to tight deadlines.



We offer:

  • Competitive salary with annual review and access to our Benefits Choice Platform
  • 25 days holiday plus bank holidays dependent on grade
  • 36.25 hours per week – part time considered
  • Life Assurance (3 x Salary)
  • Personal Pension – Employer 3%, Employee min 2%
  • Critical Illness Scheme
  • Fully paid health scheme after probationary period via Simplyhealth plus Contributory Private Health Scheme. (subject to renewal terms)

*Direct applicants receive £1,000 joining bonus (Terms apply – Not applicable for Trainees)

We are a responsible employer - committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential.

Our ‘One Firm’ approach aims to provide a culture where our people are valued and treated fairly with respect, but also one where our differences are understood and celebrated.

We hope that these objectives will attract you to our firm as an employer of choice.