Benefits:

• 25 days’ annual leave plus bank holidays
• 6% employer pension contribution
• Death in Service cover (4x salary)
• Full study and exam support
• A day off for exams
• Salary increases as professional qualifications are achieved
• Free on-site parking
• Potential hybrid working, with one day per week from home for an experienced candidate
• Full-time and part-time opportunities considered

About the Company:

Our client is an established financial planning firm providing tailored financial advice and wealth management services to high-net-worth individuals, particularly medical professionals, including doctors, GPs, medical consultants and dentists.

With a strong focus on putting clients first, maintaining high professional standards and doing the right thing, the firm offers a supportive team environment where accuracy, honesty and excellent client service are highly valued.

Due to team development and internal progression, they are looking to recruit an experienced Sales Support / IFA Administrator to strengthen their existing team. This is an excellent opportunity for someone with a background in financial services administration or adviser support who enjoys working in a client-focused environment and contributing to the smooth running of a busy financial planning practice.

Key Responsibilities:

• Providing comprehensive administrative and sales support to Financial Advisers.
• Assisting with the processing of new business across pensions, investments and other financial planning products.
• Preparing client documentation, application forms and supporting paperwork.
• Supporting client onboarding and ensuring all necessary information is obtained accurately.
• Liaising with clients, providers and third parties to obtain updates and progress applications.
• Assisting with pension transfers, investment transactions, valuations and policy information requests, where required.
• Preparing documentation for client meetings and annual reviews.
• Supporting the team with general administration and ensuring deadlines are met.
• Working collaboratively with Financial Advisers, Paraplanners and colleagues to deliver an excellent client experience.

What We’re Looking For:

• Previous experience within financial services, ideally in an IFA Administrator, Sales Support or Adviser Support role.
• Experience supporting Financial Advisers with new business processing and client servicing.
• Knowledge of pensions, investments and associated financial products.
• Strong organisational skills, with the ability to manage multiple tasks and prioritise workloads.
• Confident communication skills and the ability to liaise professionally with clients, providers and colleagues.
• A proactive approach, with the confidence to take ownership of tasks and follow cases through to completion.
• A strong commitment to client service, accuracy and maintaining high professional standards.
• The ability to work effectively as part of a team and support colleagues when required.
• The ability to commute to the Knowle office, ideally by car, due to limited public transport links.

How to Apply:

If you have financial services administration or sales support experience and are looking for your next opportunity within a growing financial planning firm, we would love to hear from you.

This is an excellent opportunity to join a supportive team, work with an established high-net-worth client base and further develop your knowledge and career within financial services.

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.