IFA Sales Support Administrator
Salary : £28k-£34k DOE + Great company benefits
Location : Eastbourne
Hours Mon-Fri 9am -17.30pm (office based)
Free onsite parking
Are you an experienced Financial Services Administrator with a strong background supporting Independent Financial Advisers and Paraplanners? Are you looking to join a highly reputable, friendly, and professional IFA practice where you’ll play a key role in ensuring clients receive an outstanding level of service?
This is a fantastic opportunity to join a well-established and growing firm in Eastbourne. You'll work closely with the business owner and wider team in a varied and fast-paced support role, providing essential administrative assistance to ensure the smooth running of the business.
Key Responsibilities :
* Liaising with clients and providers via phone, email, letter, or secure platforms.
* Answering incoming calls and taking messages professionally.
* Managing adviser diaries and task lists.
* Maintaining accurate client records on Intelligent Office (back-office CRM).
* Processing new business applications (paper-based and online), tracking them to completion.
* Requesting and chasing provider information.
* Preparing illustrations, key features documents, and client reports.
Conducti...
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