Sales Support Executive QFA

Summary The Sales Support Executive plays a key role in supporting Financial Advisers by managing administrative, client service, and compliance-related tasks throughout the sales process. This position is central to ensuring a smooth client journey, accurate record-keeping, and the efficient processing of new business. The role requires strong organisational skills, attention to detail, and a professional, client-focused approach. Responsibilities Support the New Business and Compliance Manager with client onboarding and new business processing. Liaise with life companies to obtain information on existing policies and prepare tailored client quotations. Maintain accurate and up-to-date client records within the CRM system. Collect and organise investment and pension fund information, including performance data. Prepare clear and accurate Client Policy Summary Reports. Submit life and pension applications online and track their progress through to completion. Communicate with life comp...