Senior Sales Support - IFA Apply now

Senior Sales Support - IFA

Harrogate Full-Time 36000 - 60000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Join a dynamic team providing top-notch sales support in financial advisory.
  • Company: BWD partners with a growing chartered financial advisory firm known for exceptional client service.
  • Benefits: Enjoy a competitive salary, unique bonus scheme, and fringe benefits.
  • Why this job: Gain diverse experience in financial planning while building lasting client relationships.
  • Qualifications: Must have at least two years of industry experience and knowledge of Pensions, Investments, and Protection.
  • Other info: Potential earnings up to £40,000 with a supportive team environment.

The predicted salary is between 36000 - 60000 £ per year.

BWD are working with an expanding financial advisory business who are looking to hire two experienced sales support members to their experienced team. As a chartered financial advisory business who demonstrate year on year growth, our client has a proven track record of delivering independent financial advice to HNW individuals, families and trusts across the North and beyond. They offer a first class service to their clients and truly value their lasting relationships. This varied role will offer you wide exposure to a number of areas of the financial planning process, you will closely with a small team of parplanners and chartered financial planners and be comfortable and competent with client interaction. You will hold a minimum of two years industry experienced and have an excellent understanding of Pensions, Investments and Protection and the associated industry platforms. Looking to attract some of the markets best talent they are offering highly competitive salary and unique bonus scheme the could see earnings potential of up to £40,000, a fringe benefits package and bonus scheme compliment this excellent opportunity. …

Senior Sales Support - IFA employer: BWD Search & Selection

BWD is an exceptional employer, offering a dynamic work environment where your contributions are valued and recognized. With a strong focus on employee growth, you will have the opportunity to collaborate with experienced professionals in the financial advisory sector, enhancing your skills while enjoying a competitive salary and unique bonus structure that rewards your hard work. Located in a thriving area, our company fosters a culture of teamwork and excellence, ensuring that you are part of a supportive community dedicated to delivering first-class service to our clients.
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Contact Detail:

BWD Search & Selection Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Sales Support - IFA

✨Tip Number 1

Familiarize yourself with the latest trends in financial advisory services, especially focusing on pensions, investments, and protection. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in the industry.

✨Tip Number 2

Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their organizations.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully supported sales teams in the past. Highlight your experience with client interactions and how you've contributed to building lasting relationships, as this is crucial for the role.

✨Tip Number 4

Research the company’s values and culture. Understanding what they prioritize in their client relationships and team dynamics will allow you to tailor your conversations and show that you are a great fit for their team.

We think you need these skills to ace Senior Sales Support - IFA

Client Relationship Management
Financial Planning Knowledge
Pensions Expertise
Investment Strategies
Protection Products Understanding
Industry Platforms Familiarity
Sales Support Experience
Team Collaboration
Communication Skills
Attention to Detail
Problem-Solving Skills
Time Management
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in sales support, particularly in the financial advisory sector. Emphasize your understanding of Pensions, Investments, and Protection, as well as any client interaction experience.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial advisory industry. Mention specific examples of how you've contributed to team success in previous roles and how you can add value to their expanding business.

Highlight Team Collaboration Skills: Since the role involves working closely with parplanners and chartered financial planners, emphasize your ability to collaborate effectively within a team. Provide examples of past experiences where teamwork led to successful outcomes.

Showcase Your Client Interaction Experience: Detail your experience in client interactions, focusing on how you've built and maintained relationships. This is crucial for a role that values lasting relationships with clients.

How to prepare for a job interview at BWD Search & Selection

✨Showcase Your Industry Knowledge

Make sure to demonstrate your understanding of Pensions, Investments, and Protection during the interview. Prepare specific examples from your past experience that highlight your expertise in these areas.

✨Emphasize Team Collaboration

Since this role involves working closely with parplanners and chartered financial planners, be ready to discuss your experience in team settings. Share instances where you successfully collaborated to achieve common goals.

✨Prepare for Client Interaction Scenarios

Given the importance of client interaction in this role, think of scenarios where you've effectively communicated with clients. Be prepared to discuss how you handle client inquiries and build lasting relationships.

✨Highlight Your Adaptability

This position offers exposure to various areas of the financial planning process. Illustrate your ability to adapt to new challenges and learn quickly by sharing examples of how you've successfully navigated changes in previous roles.

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  • Senior Sales Support - IFA

    Harrogate
    Full-Time
    36000 - 60000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-10

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    BWD Search & Selection

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