Intermediary Sales Administration Support (Fixed Term Contract)
37.5 hours per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role)
The Role
Overview
Fixed term contract until the end of July 2027.
This is a varied and fast-paced role providing administrative and operational support to the Intermediary Sales Team. Responsible for adviser and firm administration, CRM management, reporting, adviser communications and sales support activities, while helping to improve processes and deliver an excellent experience for advisers.
- Maintain accurate adviser, firm and account records across CRM and business systems, ensuring data integrity, compliance and operational efficiency.
- Support account allocation exercises, data cleansing activities and ongoing CRM maintenance.
- Manage adviser onboarding, registrations, de-registrations, firm changes and novation requests.
- Update adviser and firm records, including address, contact and banking detail changes.
- Administer adviser and firm annual review processes, ensuring reviews are completed accurately, documented appropriately and escalated where necessary.
- Investigate and resolve adviser registration, commission and account maintenance queries.
- Provide first-line support for adviser, firm and internal stakeholder enquiries, coordinating with relevant departments where required.
- Manage and prioritise Distribution team inboxes, including adviser sourcing enquiries and general sales support requests, ensuring service levels are met.
- Deliver proactive case update communications to firms and administrators where required, supporting the adviser journey from application through to completion.
- Prepare, distribute and track adviser communications, sales updates and campaign activity.
- Support the delivery of sales campaigns, webinars, events and adviser engagement initiatives.
- Identify opportunities to improve processes, enhance the adviser experience and increase operational efficiency across the Distribution function.
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
The Person
Overview
A proactive and detail-focused administrator who thrives in a fast-paced sales environment. Responsible for supporting adviser relationships, maintaining CRM and business systems, coordinating communications and ensuring the efficient delivery of key sales support activities. The role requires organisational skills and a commitment to delivering outstanding service and operational excellence.
Skills & Experience
Mandatory
- Minimum of 12 months' administration experience, ideally gained within a busy office environment, with experience of managing multiple tasks, maintaining accurate records, and meeting deadlines.
- Proficiency in Microsoft Office applications, with the skills to produce professional documents, maintain spreadsheets, manage calendars and email correspondence.
- Excellent organisational skills to effectively prioritise a varied workload, manage competing demands, and ensure tasks are completed accurately and within agreed timescales.
- Strong communication skills, both written and verbal, with the confidence to communicate professionally with colleagues, customers, and external stakeholders.
- Exceptional attention to detail, with the ability to maintain accurate records and ensure a consistently high standard of work when handling data, documentation, and administrative processes.
- Experience working within financial services, preferably in a regulated environment.
- Working knowledge of CRM systems and maintaining accurate customer records.
- Previous sales support experience, supporting customer journeys and sales processes.
- Knowledge of equity release products and processes, or the willingness to develop this knowledge quickly.
Qualifications
Mandatory
- GCSEs (or equivalent) including English and Maths
Intermediary Sales Administration Support (Fixed Term Contract) in Leeds employer: Pure Retirement
At Age Partnership, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Located in the vibrant Thorpe Park area of Leeds, our hybrid working model supports a healthy work-life balance while providing ample opportunities for professional growth through extensive training and development programmes. Join us to be part of a forward-thinking team where your contributions directly impact business decisions and customer experiences.
