Sales Support Executive - Hybrid, FCA Regulated Admin

In Cork; Ashford, Aylesford; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A reputable financial services firm in Ashford is seeking a Sales Support & Case Progression Executive. This role is permanent, full-time, and hybrid, requiring strong communication skills and experience in financial services. You will process applications, update records, and liaise with clients and medical professionals. Offering a salary of £30,000–£35,000, this position provides training and long-term progression opportunities in a supportive environment.

Benefits

Hybrid working

Full training on FCA-compliant processes

Ongoing support from advisers

Progression opportunities

Qualifications

• Thrives in a structured environment with ownership of tasks.
• Comfortable handling up to 50% phone-based work.
• Reliable and methodical in managing case files.

Responsibilities

• Processing new life and critical illness applications.
• Updating CRM systems and internal records.
• Supporting advisers with regulated post-sale admin tasks.
• Liaising with GPs for medical reports.
• Delivering a professional service when discussing sensitive information.

Skills

Strong communication skills

Organisational skills

Experience in financial services

Case handling

Regulated administration

Job description

A reputable financial services firm in Ashford is seeking a Sales Support & Case Progression Executive. This role is permanent, full-time, and hybrid, requiring strong communication skills and experience in financial services. You will process applications, update records, and liaise with clients and medical professionals. Offering a salary of £30,000–£35,000, this position provides training and long-term progression opportunities in a supportive environment.