Financial Services Administrator

A renowned Financial Services company is seeking to appoint an administrator who will join their Business Operations team. They are looking for a skilled Sales Support Administrator to aid its sales team with routine administrative functions.  In this role, you will be responsible for administering a portfolio of Life and Pensions business focussing on customer servicing processes.


The Offer:

  • This role will allow for genuine opportunity & growth!
  • A 20 hour working week
  • 10am to 2pm – Monday to Friday


Sales Support Administrator Responsibilities:

  • Answering and screening internal and external phone calls and emails.
  • Scheduling appointments for the sales team
  • Maintaining and updating sales, and customer records.
  • Keeping track of the sales team’s communication with customers.
  • Preparing and filing sales contracts, agreements and compliance documents.
  • Liaising with other departments on administrative matters of mutual importance.
  • Performing research toward identifying potential sales leads and pitches.
  • Keep in-house database updated, and information is managed correctly
  • Work with and liaise with various Insurance companies and ensure that Administration support is available
  • Provide support to the Sales Team, and assist as required


Sales Support Administrator Requirements:

  • Demonstrable experience in sales support administration, or similar.
  • In-depth knowledge of administrative recordkeeping practices.
  • Familiarity with sales contracts and agreements.
  • Comfortable using internal systems / databases – ideally within a Finance / Insurance area.
  • Proficiency with word processing and spreadsheet software.
  • Excellent written and verbal communication skills, as well as customer service skills.
  • Exceptional interpersonal skills and a proactive approach toward problem-solving.
  • Excellent attention-to-detail, strong Microsoft skills (especially Excel) and can work well in a busy team environment.



The successful candidate will ideally have:

  • Experience in financial services administration and have a strong understanding of customer needs.
  • Successfully completed some modules with a view to obtaining QFA or APA would be a distinct advantage.
  • In-depth knowledge of the financial services industry and regulatory requirements.
  • A positive & proactive attitude and also be able to work on one’s own initiative.

A competitive salary is on offer for this role based on your experience & knowledge. 

Upload your CV/resume or any other relevant file. Max. file size: 256 MB.