Sales Support Administrator

hace 1 semana

Mijas, Málaga, España Private Client Consultancy A tiempo completo

Sales Support Administrator – Private Client Consultancy (PCC)

Location:
Miraflores, Mijas Costa

Contract:
Permanent

Salary:
€18,000 per annum (starting)

About PCC

Private Client Consultancy (PCC) is a respected wealth management firm specialising in personalised financial solutions for expatriates living in Spain. We pride ourselves on attention to detail, exceptional client care, and a collaborative culture that encourages growth, innovation, and professional development.

Role Overview

We are seeking a
Sales Support Administrator
to join our operations team and play a key role in supporting our advisors. This position is perfect for someone who is highly organised, analytical, and thrives on ensuring processes run smoothly. You will be responsible for managing essential administrative tasks, coordinating client onboarding, and ensuring our advisors are fully supported in delivering a first-class client experience.

Key Responsibilities

  • Coordinate client onboarding, including document collection and assisting with compliance checks in line with Spanish regulations
  • Maintain accurate, up-to-date client records within our CRM and administrative systems
  • Prepare client documentation, packs, and correspondence ahead of advisory meetings
  • Liaise with pension and investment providers, as well as other external partners, to obtain information and updates
  • Manage incoming client communications, ensuring timely and professional responses
  • Provide operational support during peak periods to keep workflows running efficiently
  • Handle all client data in strict accordance with LOPD/GDPR requirements

Skills & Attributes We're Looking For

  • Exceptional attention to detail
    with an organised, methodical approach
  • Strong analytical skills
    and the ability to apply sound judgement when assessing information or resolving issues
  • High level of common sense and practical problem-solving ability
    , especially in time-sensitive situations
  • Excellent written and verbal communication
    in
    English
  • Confident using
    CRM systems
    (e.g., Salesforce, Zoho) and
    Microsoft Office
  • Ability to multitask, prioritise effectively, and remain composed during busy periods
  • A proactive team player who supports colleagues and contributes to a positive working environment
  • Experience in financial services or wealth management is an advantage

Why Join PCC?

  • A supportive, collaborative workplace where your contribution truly matters
  • Opportunities for professional development and career progression
  • The chance to be part of a well-established advisory firm known for its high standards and client-centred approach

We look forward to hearing from organised, detail-driven professionals who are ready to contribute to PCC's continued success.

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