IFA Sales Support Administrator

About the role

This position provides essential clerical and administrative support to a small, well‑regarded Independent Financial Advisor (IFA) practice. You will work closely with the directors and financial planners to ensure smooth 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, scan and index documents into the Virtual Cabinet.
• Process new business applications, track the pipeline and set up model portfolios.
• Invest, switch, and schedule regular buys/sells of funds; prepare valuations and review packs.
• Liaise with product providers via phone, email and online portals for plan information.
• Carry out post‑review rebalances of portfolios as required.
• Maintain the client database/CRM system (Curo) and support the paraplanning team.

Required profile

• Strong written and oral communication abilities.
• Methodical, well‑organised with high attention to detail.

Required skills

• Proficiency with MS Office – Word, Excel, Outlook.
• Familiarity with Microsoft Dynamics (preferred).
• Experience using Virtual Cabinet for document management (preferred).