Client Sales Coordinator - Financial Services

Client Sales Coordinator - Financial Services

Job Title: Client Sales Coordinator - Financial Services
Contract Type: Permanent
Location: Fareham, Hampshire
Salary: £16000.00 - £22000.00 per annum + Benefits
Start Date: ASAP
Reference: BBBH3370_1493210231
Contact Name: Dynamite Recruitment
Contact Email:
Job Published: April 26, 2017 13:37

Job Description

Client Sales Coordinator - Financial Services

£16,000 - £22,000 P/A (experience depending) + Benefits

Monday to Friday - 9am to 5pm - Fareham

Dynamite Recruitment is proud to be working with a company who are a leading provider within their industry. They are currently recruiting for a Client Sales Coordinator to join their team.

The Role:

As a Client Sales Coordinator, your duties will include however not be limited to:

  • Ensuring clients are fully supported through the new business process in all administrative functions
  • Making sure that client paperwork, files and company systems are kept up to date and remain compliant
  • Chasing clients for letters of authority in order to release details to third parties
  • Speaking with various product providers to get an idea of various prices for clients
  • Liaising with professional third parties and other departments in the business

The Ideal Candidate:

  • Will ideally have experience in working within an IFA environment such as Insurance/Personal Pensions/Wealth Management/Protection/On-Shore Bonds/Investments
  • Must have strong administration and data entry skills
  • Must have good attention to detail and have the ability to liaise and build strong relationships
  • Will need to have solid customer services skills and a confident telephone manner
  • This role will also require someone who is thick skinned and thorough in thier workings as you will be dealing with some very senior corporate clients!

For more information, please apply now or contact Abby Neal at Dynamite Recruitment!!

Key Words: IFA, Investments, Insurance, Protection, Wealth Management, Independent Financial Advisors, Investments, FCA, FSA, Wealth Planners, Sales Support, Sales Coordinator, Sales, Admin, Administrator, Administration, Customer Services, Advisor, Financial Services, CII, Pensions, ISA's, on-shore Bonds, Clients, Full Time

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.