IFA Administrator - Guildford

Blakemore Recruitment; Guildford; On-site; GBP 80,000 - 100,000; Full time

Job summary

A recruitment agency in Guildford is looking for an Experienced Sales Support Administrator to join a financial planning practice. The role involves processing applications, interacting with clients, and offers clear career progression towards Diploma qualifications. Ideal candidates will have experience supporting an IFA and a desire to advance their career.

Benefits

Excellent salary

Career progression opportunities

Qualifications

• Support an IFA and assist with client interactions.
• Ability to process new business applications and conduct research reviews.

Responsibilities

• Process new business applications and chase outstanding information.
• Liaise with external companies regarding applications.
• Support the Paraplanner and assist clients daily.

Skills

Client interaction

Business application processing

Research reviews

Information chasing

Education

Diploma qualifications progression

Job description

Job Details

Position: Experienced Sales Support Administrator

Location: Guildford, United Kingdom

Client: Blakemore Recruitment

Job Category: Other

EU work permit required: Yes

Job Description

Blakemore Recruitment is assisting a large, well-established Financial Planning practice in seeking their next Experienced Sales Support Administrator to join their expanding team due to growth and increased business activity.

You will work alongside the Paraplanner and interact with exceptional clients daily.

Your duties will include processing new business applications, chasing outstanding information, conducting research reviews and renewals, and liaising with external companies.

The role encourages progression toward Diploma qualifications and could lead to a Paraplanning position in the future. The ideal candidate is currently supporting an IFA and looking to advance their career.

We offer an excellent salary and clear career progression opportunities.

Additional Information

If you believe you are a suitable candidate, please apply. We are happy to discuss the role in more detail and understand your skills and motivations.