IFA Sales Support Administrator

About the role

This position provides clerical and administrative support to ensure the smooth running of an independent financial advisory practice, assisting financial planners with day‑to‑day client management.

Key responsibilities

• Handle telephone and email enquiries from clients and product providers.
• Assist with onsite client meetings and prepare meeting packs with relevant forms.
• Maintain filing systems and client files; scan and index documents into the Virtual Cabinet.
• Update stocks of compliance forms and submit new business applications.
• Track and manage the new business pipeline, set up model portfolios, and process investments, switches, and regular buys/sells.
• Prepare valuations and review packs; carry out post‑review portfolio rebalances.
• Liaise with product providers via telephone, email and online portals.
• Maintain the client database/CRM system (Curo) and support the paraplanning team as required.

Required profile

• Excellent written and oral communication skills.
• Methodical, well‑organised and able to work accurately with strong attention to detail.

Required skills

• MS Office – Word, Excel, Outlook.
• Microsoft Dynamics (preferred).
• Virtual Cabinet (preferred).
• Curo CRM system.

What we offer

• Opportunity to work closely with the directors of a respected IFA practice.
• A key role in driving the business forward within a supportive small‑team environment.