Vacancy Description
Godalming
Working in a financial services company within the support team. This is an exciting opportunity for an articulate, business orientated individual to join the business development team in a support role. And gain experience within an FCA regulated Financial Services environment that can offer an abundance of career development and progression. As well as this you will also gain relevant financial services qualifications to support your progression.
Duties to include:
- Verifying and coordinating new business applications/paperwork and submitting to the administration team
- Liaising with the business development and technical teams to ensure application information is accurate and recorded
- Ensuring all correspondence is scanned and referenced
- Taking telephone calls from various introducers, Business Development team members and other staff as required
- Following up necessary actions to support new business for the Sales & Marketing team
- Monitoring central email mailbox
- Sending out application paperwork as required
- Updating and maintaining database records
- Organising online access requests for clients and advisers
- Assisting with seminar and event organisation- preparing invitations, booking venues, coordinating logistics and collating post event feedback
- Completing due diligence reports and surveys
- Maintaining compliance register and obtaining appropriate compliance reviews
- Supporting Sales & Marketing Director, as required
- Minimum 6 months experience in an office-based role
- Ability to multitask
- Numerate, with good Microsoft Office skills
- Articulate, with ability to speak to high-net-worth individuals.
- Good team player with excellent communication skills
For further details please contact Tegan Sillett at Dynamite Recruitment on 02392 455422 or tegan.sillett@dynamiterecruitment.com