Finance Sales Administrator

Added on 22nd February 2019

Salary: £23,000-£25,000PA

Location: Alton

Working as a Sales Administrator for a prestigious financial company based in Alton, you will be lynch pin for the paraplanning division.

This is an ideal opportunity if you are looking to combine your strong administrative skills and experience working within a financial environment.

Experience working in a wealth management firm is desirable.

Administrative responsibilities;

  • Inputting client information onto the bespoke system
  • Preparing files for paraplanner’s client meetings
  • Taking phone calls and handling client queries
  • Processing sales


  • Liaising with companies regarding financial plans
  • Reviewing cases, ensuring all submitted are complete
  • After sales care, updating logs
  • Preparing application meetings for advisers

This is an excellent opportunity where you will be able to progress your career in a niche financial sector whilst applying your key strengths in administration.

If this sounds like an opportunity that you cannot refuse then click ‘Apply’ now or give us a call for more information.

Thank you for your interest in this role; if you do not hear from us within 5 working days unfortunately your application has not been successful on this occasion.

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