An exciting opportunity has arisen for an IFA Sales Support Administrator to join one of the UK’s largest financial planning and wealth management companies. As part of the Sales Support function, the successful candidate will provide comprehensive administrative and technical support to financial advisers, ensuring the highest levels of service to clients while gaining exceptional industry experience.
This role sits within a highly regarded business that is known for its outstanding training, career progression and supportive in-house team.
Key Responsibilities
- Provide administrative and technical support to financial advisers across the business
- Prepare and maintain client records, reports, and documentation
- Liaise with clients, product providers, and internal teams to ensure smooth processing of all work
- Assist with the preparation of client meetings and follow-up requirements
Requirements
- Previous experience in IFA administration, sales support, or a financial planning environment is desirable
- Good understanding of financial products such as pensions, investments, and protection
- Strong organisational and communication skills with a high level of attention to detail
- Ambition to build a long-term career in financial services with a market-leading company
What’s on Offer
- Competitive salary with discretionary bonus
- Hybrid working arrangement for work-life balance
- Full training and exam support to achieve professional qualifications
- Excellent career progression opportunities within a company with a proven track record of internal promotions
- Supportive, collaborative in-house team providing exceptional guidance and mentoring
This is an outstanding opportunity for someone looking to develop their career with one of the UK’s most respected financial services firms, offering both professional growth and long-term stability.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
