Partner Support Assistant

  • Date Posted:March 19th 2024
  • Job Reference:JEPSA1
  • TypePermanent
  • LocationMeridian Business Park
  • Salary & Package£22,000 - £24,000

Partner Support Assistant

My client is a well-established firm based a meridian business park

Due to continued growth, they are now seeking a Partner Support Assistant to join them on a full time, permanent basis

09.00 – 17.00, Monday – Friday with a 1 hour lunch

This role is the first line telephone support for the company and will include dealing with general enquiries, commission and compliance calls and the filtering of all recruitment calls. The aim being to support members with the skills and tools to maintain quality and improve their business.

Key Tasks:

  • First taker of all inbound calls to the company
  • Respond to basic service queries
  • Proactively identify and follow through on adviser recruitment opportunities.
  • Undertake proposition demonstrations via the telephone and remote on-line tools.
  • Maintain accurate records on CRM.
  • Liaise with colleagues to maintain product knowledge.
  • Research and keep updated on industry developments.

In order to apply, you must possess the following

  • Experience of working under pressure, prioritising and working to tight deadlines is essential
  • Minimum 12 months experience in an office environment
  • Knowledge of systems of control and able to follow clearly defined procedures
  • Strong IT skills including competent on Microsoft office suite i.e. excel, word etc.
  • Strong verbal and written communication skills
  • CeMAP/equivalent professional financial services qualification or willingness to work towards this is desirable
  • Confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style
  • A real desire to provide support and to assist firms to stay safe in the business environment

£22,000 – £24,000

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