Job Title: Sales Support Administrator

Location: Sale, UK

 

We are looking to recruit an energetic, hardworking, articulate individual to join our team dealing with SIPP and to a lesser extent QROPS.

As a member of the team, you will be expected to:

  • provide administration support for our international Sales team
  • prepare new business packs including illustrations for advisers
  • assist with marketing requests for sales aids, brochures, literature, etc
  • assist advisers on the Momentum website and adviser registration process
  • liaise with advisers with the investment providers registration and functionality
  • assist the administration team with progressing new business pipeline cases to completion
  • provide support to the administration team as required

You will be responsible for all aspects of sales support and will be dealing with advisers on a regular basis. As such you must be confident in communicating in a clear and precise manner. You must be able to demonstrate your ability to build relationships with our advisers and deliver an exceptional service.

Knowledge / experience

  • You will have an understanding of SIPP, as you will be expected to assist advisers with general queries. Training can be provided where necessary.
  • Ideally you will also have some knowledge of QROPS

The role is extremely varied and you will need to be able to work under pressure. You will be part of a small team and be expected to share knowledge and help out other members of the team as necessary.

Essential skills

  • Excellent client service skills
  • Ability to prioritise and work to short deadlines
  • Numerical skills
  • Strong communication skills, both written and verbal
  • Good IT skills, including Word, Excel, Powerpoint and Outlook.

We would be keen to hear from anybody with relevant work experience who is looking for a fresh challenge in a successful and growing business.

Location 

Sale

Remuneration

A competitive salary package is offered

Benefits include Death in service, private medical insurance, discretionary bonus scheme

 

Please send your current CV and covering letter to p.wright@momentumpensions.com