Advisor Support Assistant

A fabulous opportunity is available for an Adviser Support Executive to join an Award Winning Investment Company based in the City.
You will be working directly with senior management, providing support to the Sales Team.

This is a demanding role and would suit an individual who wants a career within financial services or the Investment Industry.
Someone who is keen to learn and really grasp the opportunities offered. This is a permanent position to start asap.

The key responsibilities of the role include:

*Recognising, qualifying and forwarding sales leads to the field based sales team.
*Creating benchmark, due diligence and adviser profile reports for the sales team.
*Undertaking regulatory checks
*Helping to prepare the sales figures and reports for the monthly sales meeting
*Assisting in the creation of ad-hoc reporting for the external sales team and Chief Development Officer.
*Assisting with the coordination and attending regional events, conferences and award ceremonies.
*Keeping Financial Advisers information up to date including change of address, bank details and company names.
*Support any new business queries from advisory professionals and be the point of contact for the Investment Managers.
*To be equipped with the necessary sales skills to cold call advisers who do not use the company currently, looking to secure a meeting on behalf of the Investment Managers.
*To have a working knowledge of the in-house CRM system in order to support the field based team with CRM queries and book meetings on their behalf.
*Creating and unlocking passwords and sending out password letters to users to enable them to log in to companies online system.
*Sending out statements to advisers.
*Paying adviser charges up to 3 times a month, preparing the statements and dealing with queries.

Ideally, you will have a good understanding of financial services and/or the Investment industry either through employment or through education.
Experience working with wrappers and investments such as Pensions, ISAs, Unit Trusts, Bonds and OEICS is advantageous.

If you are interested in the above role, please call Lisa Killeen on 0207 390 7000 or apply online via our website