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3 Technical Support Sales Jobs






IFA Sales Support
IFA Sales Support Worcestershire ?18,000 to ?20,000 plus benefits Idex Consulting has been retained by this top quality professional practice which has a highly regarded financial planning team that provides advice to both HNW private individuals and corporate clients. They now wish to add a sales support to work alongside a busy Director to assist with technical and administration duties. You will be responsible for:- ? Processing of applications ? Servicing existing business ? Research ? Generating quotations, illustrations and valuations ? Liaising with provides ? Database management ? Regular contact directly with clients ? Organising appointments/diary system ? Putting together packs ? Client servicing ? processing letters of authority obtaining up to date values The ideal candidate will have experience of working in an IFA sales support role with exposure to the full range of financial planning across pensions, investments and protection. Progress towards the industry exams is desirable. Benefits include 23 days holiday per annum plus bank holidays, Flexi Time, GPP, DIS, PHI, Healthcare Plan, Simply Health Scheme. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



Senior Sales Support/ Trainee IFA
Senior Sales Support/ Trainee IFA South Birmingham My client a leading chartered IFA looking to appoint a hard working and driven financial service professional to the established team. The role will be supporting one Director with client meetings, technical sales support including research and reports as well as starting to service leads and clients from the Director. The successful candidate will have a proven background as either Technical Support or Paraplanner and have a desire to become an Advisor within the next 1 ? 2 years. Must be working towards diploma status. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:28:03 GMT



Sales Support
Our Client, a global leader in the provision of Pensions, Investment and Protection solutions has an opening for an experienced Sales Support to join their team. Based in central Bristol, you would actively support the Consultants in ensuring their Clients receive excellent levels of service. Responsibilities: ?Working closely with all internal and external stakeholders to ensure swift identification, escalation and resolution of issues as they are identified. ?Provide high quality first line platform support to intermediaries and ensuring that it is easy to run their business using the Platform ?Provide quality support to aligned consultants, working to maximise pipeline potential to ?in force? business of on and off platform business and to include support of ad hoc initiatives. ?Point of contact for key Intermediaries when the Consultant is unavailable to assist with ?basic? pre-sale technical enquiries, research etc. ?Use day-to-day contact with Intermediaries as opportunities to target sales opportunities with consultants, and to identify to the business current trends, issues and potential development opportunities. ?Support for wider team and cover during absences. Skills & Experience: ?Understands the IFAs business & their sales processes. ?Understand Platforms and how they fit into a modern advisor practice ?Understands the consultant?s role, their key accounts and overall business plan ?High degree of knowledge of all core products, their features and benefits ?Excellent team working skills ?Ability to work under pressure in an ever changing environment ?Results orientated whilst not compromising on quality ?Previous Sales Support experience within Financial Services is highly desirable In return for your skills and experience you can expect to receive a comprehensive benefits package, as well as on going training and development. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:21:17 GMT