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Sales Support

  • Salary: £20000 - £27000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    13 Apr 2018
  • Job reference: 30180

Are you an experienced IFA Administrator looking for an opportunity to join an award-winning financial advisory practice in Birmingham?

The company
My client is the largest, independent, chartered, financial advisory practice in the UK, with 20 billion assets under management. They are highly regarded for the level of advice provided to their corporate and private clients and have strong growth plans for 2018.

My client is looking for an IFA Administrator who will provide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.


  • Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
  • Preparation for client meetings and attend as and when required
  • Provide the business support necessary in meeting business strategies and business objectives, as required
  • Process all business in accordance with required processes and proactive pipeline management
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Request policy information from third party policy providers
  • Coordinate and produce client valuations as part of the advice delivery process
  • Maintain client records in accordance with internal compliance requirements

To be successful you will need

  • Experience in a similar background
  • Experience and knowledge of the financial services industry
  • Excellent standard of education, ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications

If successful, you will benefit from

  • A career with an award-winning company
  • A commutable, city-based location
  • Plush, city-centre offices
  • A salary of up to £27,000
  • A competitive package, including health cover, generous holiday entitlement and bonus scheme
  • Opportunities available including training and funding towards professional qualifications and for career development routes i.e. paraplanning and IFA roles

This is an excellent opportunity to progress your career with a leading financial advisory firm, who are looking for professional individuals with a keen eye for detail. If this is you, send across your CV and we will be in touch with more information!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: