Sales Support Executive QFA
Summary
The Sales Support Executive plays a key role in supporting Financial Advisers by managing administrative, client service, and compliance-related tasks throughout the sales process. This position is central to ensuring a smooth client journey, accurate record-keeping, and the efficient processing of new business. The role requires strong organisational skills, attention to detail, and a professional, client-focused approach.
Responsibilities
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Support the New Business and Compliance Manager with client onboarding and new business processing.
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Liaise with life companies to obtain information on existing policies and prepare tailored client quotations.
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Maintain accurate and up-to-date client records within the CRM system.
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Collect and organise investment and pension fund information, including performance data.
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Prepare clear and accurate Client Policy Summary Reports.
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Submit life and pension applications online and track their progress through to completion.
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Communicate with life companies, trustees, and clients to resolve queries and ensure timely processing.
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Provide administrative and ad-hoc support to Financial Advisers, including attending client meetings when required.
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Ensure full compliance with the Consumer Protection Code and all relevant regulatory requirements.
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Assist in maintaining accurate sales pipeline data on BIS.
Skills & Experience
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QFA qualification (required).
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Strong organisational skills with the ability to manage multiple tasks efficiently.
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Excellent communication skills, both written and verbal.
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High level of accuracy and attention to detail.
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Knowledge of life assurance, pensions, and investment products is an advantage.
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Ability to work independently and as part of a team.
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Comfortable using CRM systems and digital platforms (training provided).