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- Tasks: Join our Sales Support team, assisting clients and Financial Advisers with various administrative tasks.
- Company: A dynamic financial services firm in Crawley, focused on client satisfaction and teamwork.
- Benefits: Enjoy a competitive salary, relaxed dress code, paid overtime, and a generous pension contribution.
- Why this job: Be part of a friendly environment where your contributions directly impact client success and team dynamics.
- Qualifications: Experience in financial services administration, strong communication skills, and proficiency in Microsoft Office required.
- Other info: Opportunity for growth and development in a supportive team atmosphere.
The predicted salary is between 30000 - 42000 £ per year.
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Financial Services Administrator/Sales Support – Crawley, Crawley
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Client:
Location:
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
ad04c75126a9
Job Views:
26
Posted:
12.08.2025
Expiry Date:
26.09.2025
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Job Description:
Our client currently has an exciting career opportunity for an experienced Sales Support/ Financial Services Administrator to join their Sales Support team in their Crawley office. Working closely with Paraplanners and Financial Advisers, you will be the first point of contact for clients and providers. This is an administration role that is varied and challenging. You will be able to communicate confidently, display high levels of accuracy and attention to detail and work in an efficient and well organised manner.
– A competitive salary
– Working in a relaxed, friendly, modern environment
– Paid overtime or time off in lieu if you work over your contracted hours
– 9% pension contributions
– Access to the company’s hub office with discounts for high street and online shops•
– Relaxed dress code policy•
– WPA Cash Plan (after a qualifying period)
The role would include:•
– Contacting providers by phone and email to chase up for requested information•
– Completion of application forms, new client forms & related admin•
– Preparing documentation and valuations for the Financial Adviser\’s•
– Coordinating incoming and outgoing post as necessary•
– Booking meetings and general day to day support as required•
– Preparing client letters and emails•
– Assisting with admin matters, such as photocopying/ scanning and keeping client records up to date
The ideal candidate:
– Have proven experience in a Financial Services Administrator /Sales support role to include letter of authority and new business applications•
– Proficiency in Microsoft Office•
– Excellent organisational skills and the ability to multitask
– Have an excellent telephone manner and be able to deliver exceptional customer service
– Able to work independently and as a team•
– Demonstrate initiative and be able to follow procedure and instruction•
– Confidence to speak to clients, providers, and all levels of employees•
– Able to work under pressure during our busy times•
– Be able to produce accurate work•
– Demonstrate they can be adaptable and happy to take on new challenges
– Experience of using Intelligent Office would be an advantage
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Financial Services Administrator/Sales Support - Crawley employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator/Sales Support - Crawley
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Services Administrator. Understanding the key responsibilities and challenges will help you speak confidently about your experience during any interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work in sales support roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals for the position.
✨Tip Number 3
Brush up on your Microsoft Office skills, as proficiency is crucial for this role. Consider taking an online course or using tutorials to enhance your abilities, particularly in Excel and Word, which are often used for documentation and data management.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced in sales support and financial administration. Think about examples from your past experiences that demonstrate your organisational skills and customer service excellence.
We think you need these skills to ace Financial Services Administrator/Sales Support - Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration and sales support. Use keywords from the job description to demonstrate that you meet the specific requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and attention to detail. Mention your experience with client interactions and administrative tasks, and explain why you're excited about this role in Crawley.
Highlight Relevant Skills: Emphasise your proficiency in Microsoft Office and any experience with Intelligent Office. Discuss your organisational skills and ability to multitask, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this position.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Services
Brush up on your knowledge of financial services and the specific duties of a Financial Services Administrator. Be prepared to discuss your previous experience in handling letters of authority and new business applications, as this will demonstrate your suitability for the role.
✨Showcase Your Communication Skills
Since the role involves being the first point of contact for clients and providers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations.
✨Demonstrate Attention to Detail
Given the emphasis on accuracy in this position, be ready to discuss how you ensure precision in your work. You might want to share specific instances where your attention to detail made a significant difference in your previous roles.
✨Familiarise Yourself with Microsoft Office
Proficiency in Microsoft Office is crucial for this role. Make sure you can confidently discuss your experience with these tools, particularly Excel and Word, and be prepared to answer questions about how you've used them in administrative tasks.
