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Sales Administrator/ PA

Leamington Spa, Warwickshire
£23,000 to £26,000
Job Type
21 Sep 2022

Job Title - Sales Administrator/PA for a dynamic Financial Advisers.

Location - Leamington Spa

Salary £23,000-£26,000

Are you looking for a varied role where you can use your customer service/admin skills?

Would you thrive in a busy, highly social environment?

Then our dynamic financial adviser company in St Albans could be the right role for you.


This role is incredibly varied and gives the opportunity for someone to transfer their skills (either admin, PA or customer service) into an environment where there is scope for career progression and the chance to work for a dynamic, expanding firm

you will be the first point of contact for clients whether on the phone or face to face.

You will be responsible for organising the Advisors diaries and booking in annual reviews with clients

you will process new business applications, chase providers, updating records and provide general admin support to the team


please note there is no requirement to have any financial services experience. More important are superb customer service skills combined superb telephone manner

Competence / Knowledge / Skills required

  • Strong background in administration
  • Team player with the ability to achieve agreed outcomes under own initiative, without supervision or micro-management
  • Strong inter-personal skills with the ability to interact with a wide range of individuals
  • Excellent organisational, time management & prioritisation skills
  • High attention to detail
  • Strong communication skills with a confident, clear and professional telephone manner
  • IT literate - Workable knowledge of Word, Excel and PowerPoint
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  • Job Reference: 718008155-2
  • Date Posted: 21 September 2022
  • Recruiter: Cranleigh Personnel
    Cranleigh Personnel
  • Location: Leamington Spa, Warwickshire
  • Salary: £23,000 to £26,000
  • Sector: Retail & Consumer Products
  • Job Type: Permanent