IFA Sales Support Administrator - Hybrid Working
3 Days Old
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-le...
- Location:
- Bracknell
- Job Type:
- FullTime
- Category:
- Customer Service & Support
We found some similar jobs based on your search
-
3 Days Old
IFA Sales Support Administrator - Hybrid Working
-
Bracknell
- Customer Service & Support
Job Description 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 wil...
More Details -
-
4 Days Old
IFA Sales Support Administrator - Hybrid Working
-
Bracknell
- Business
Job Description 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 wil...
More Details -