Sales Support Executive QFA

Job description

Summary

The Sales Support Executive plays a key role in supporting our 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

• Support the New Business and Compliance Manager with client onboarding and new business processing.

• Liaise with life companies to obtain information on existing policies and prepare tailored client quotations.

• Maintain accurate and up-to-date client records within the CRM system.

• Collect and organise investment and pension fund information, including performance data.

• Prepare clear and accurate Client Policy Summary Reports.

• Submit life and pension applications online and track their progress through to completion.

• Communicate with life companies, trustees, and clients to resolve queries and ensure timely processing.

• Provide administrative and ad-hoc support to Financial Advisers, including attending client meetings when required.

• Ensure full compliance with the Consumer Protection Code and all relevant regulatory requirements.

• Assist in maintaining accurate sales pipeline data on BIS.

Skills & Experience

• QFA qualification (required).

• Strong organisational skills with the ability to manage multiple tasks efficiently.

• Excellent communication skills, both written and verbal.

• High level of accuracy and attention to detail.

• Knowledge of life assurance, pensions, and investment products is an advantage.

• Ability to work independently and as part of a team.

• Comfortable using CRM systems and digital platforms (training provided).