IFA Sales Support Administrator

TN United Kingdom; Amersham; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking an Experienced Sales Support Administrator to join their expanding team in Amersham. In this vital role, you will provide exceptional administrative support to IFA professionals, ensuring smooth operations and facilitating client interactions. The position offers a clear pathway to Paraplanning, making it ideal for candidates eager to advance their careers in the financial services sector. With excellent salary prospects and growth opportunities, this is a fantastic chance to make a significant impact in a supportive environment.

Qualifications

• Experience in sales support and administration within the financial services sector.
• Progression towards Diploma status is encouraged.

Responsibilities

• Process applications and chase outstanding information.
• Liaise with external companies and assist Paraplanners.

Skills

Sales Support

Administration

Communication

Customer Liaison

Education

RO/CF exams

Diploma in Financial Planning

Job description

Job Details

Client: Blakemore Recruitment

Location: Amersham, United Kingdom

Job Category: -

EU work permit required: Yes

Job Reference: 225132d7a284

Job Views: 6

Posted: 05.05.2025

Expiry Date: 19.06.2025

Job Description

A leading IFA is currently seeking an Experienced Sales Support Administrator to join their busy and growing team due to expansion and increased business levels. You will be working alongside some exceptional IFA's providing excellent administration support. Duties include processing applications, chasing outstanding information, liaising with external companies, and assisting Paraplanners with Individual Life & Pensions and Employee Benefits.

The ideal candidate will hold some RO/CF exams and be encouraged to progress towards Diploma status, as this role offers a pathway to Paraplanning. Candidates currently supporting IFA and seeking career progression are encouraged to apply.

Excellent salary and career growth opportunities are on offer.