Experienced - IFA Sales Support Administrator

TN United Kingdom; Godalming; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial planning seeks an experienced Sales Support Administrator to enhance their team in Godalming. This role is pivotal in providing essential support to financial planners, ensuring compliance and efficient client interactions. The ideal candidate will thrive in a dynamic environment, demonstrating strong organizational and technical skills while fostering client relationships. This is a fantastic opportunity for a proactive individual looking to make a significant impact in a reputable firm.

Qualifications

• Proven IFA background in a similar role.
• Solid understanding of life, pensions, and investment contracts.

Responsibilities

• Provide efficient new business support for advisers.
• Support preparation of valuations and client review documentation.

Skills

Organizational Skills

Communication Skills

Technical Knowledge

Client Relationship Management

Tools

IRESS/Adviser Office

Financial Express Analytics

Job description

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Experienced - IFA Sales Support Administrator, Godalming

Client:

Blakemore Recruitment

Location:

Godalming

Job Category:

-

EU work permit required:

Yes

Job Reference:

280d78fb55e9

Job Views:

11

Posted:

29.04.2025

Expiry Date:

13.06.2025

Job Description:

We are recruiting for a well-regarded Financial Planning Practice based in Godalming. The vacancy is due to an increase in workload for an experienced Sales Support Administrator to join the existing team and assist the Financial Planners.

Duties will include:

1. Providing efficient new business support for advisers, including pre-sales research, preparation of Suitability Reports, processing, liaising with product providers and clients, and ensuring compliance requirements are met.
2. Supporting the preparation of valuations and client review documentation for efficient client meetings.
3. Providing post-meeting support to consultants, ensuring all work is completed accurately within agreed timescales.

The ideal candidate will be highly organized, possess good technical knowledge, and be capable of planning and prioritizing in a busy environment. You should have a solid understanding of life, pensions, and investment contracts, along with regulatory and compliance requirements.

Experience with IRESS/Adviser Office software and Financial Express Analytics is preferred.

As building and maintaining client relationships is key, excellent verbal and written communication skills are essential.

The successful candidate will have a proven IFA background in a similar role. You must be IT literate, a team player, and adaptable to new challenges and ideas, with a proactive attitude.

This is an excellent opportunity for an experienced individual to join a successful IFA firm in an IFA Advisor Support role.