IFA Sales Support Administrator

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

Job summary

A leading Independent Financial Advisor (IFA) firm is seeking a Sales Support Administrator to join their expanding team. This role involves providing administrative support to senior IFA staff, processing applications, and assisting Paraplanners. The ideal candidate will have experience in IFA operations and a desire for career advancement.

Benefits

Clear career path

Fantastic company culture

Qualifications

• Currently supporting IFA operations.
• Looking to advance their career.

Responsibilities

• Processing new business applications.
• Chasing outstanding information.
• Conducting research reviews and renewals.

Skills

Administration

Research

Education

CF and Diploma qualifications

Job description

Job Title: Sales Support Administrator

A leading Independent Financial Advisor (IFA) firm is currently seeking a Sales Support Administrator to join their busy and expanding team.

You will work alongside experienced IFA professionals, providing excellent administrative support to senior IFA staff.

Key responsibilities include:

1. Processing new business applications
2. Chasing outstanding information
3. Conducting research reviews and renewals
4. Dealing with external companies
5. Assisting Paraplanners

You will be encouraged to pursue CF and Diploma qualifications, with potential career progression into a Paraplanning role.

The ideal candidate is currently supporting IFA operations and is looking to advance their career.

We offer an excellent salary, a clear career path, and a fantastic company culture and atmosphere.