Job Description
IFA Sales Support Administrator (Wealth Management)
Salary: £28k-£38k DOE + Great company benefits
Location: Eastbourne
Hours Mon-Fri 9am -17.30pm (hybrid – 2 days 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.
* Conducting fund performance research.
* Administering fund switches and portfolio rebalances.
* Providing general administrative support including scanning, filing, and booking appointments.
* Supporting the adviser and paraplanners with day-to-day admin.
* Confidently working under your own initiative and managing priorities.
Requirements:
* Proven experience in a similar financial services administration role, ideally and IFA.
* Excellent communication and organisational skills.
* Strong understanding of the IFA environment and adviser support processes.
* Confident using Word, Excel, and CRM systems (experience with Intelligent Office preferred).
* Ability to manage your workload independently and efficiently.
* High level of accuracy and attention to detail.
If you're looking to take the next step in your financial services career within a supportive and professional firm, we would love to hear from you.
Apply now by submitting your CV today.