https://jobs.co.uk/job/ifa-sales-support-administrator-blakemore-recruitment--81e19338-28d9-4803-b676-b3340cf83078 RSS feed for IFA Sales Support Administrator at Blakemore Recruitment. en-gb Sat, 18 Jul 2026 14:49:49 GMT https://jobs.co.uk/job/ifa-sales-support-administrator-blakemore-recruitment--81e19338-28d9-4803-b676-b3340cf83078 https://jobs.co.uk/job/ifa-sales-support-administrator-blakemore-recruitment--81e19338-28d9-4803-b676-b3340cf83078 Sat, 18 Jul 2026 11:51:39 GMT Location: Reading | Salary: 35000.00-35000.00 Annual | Type: Permanent | Purpose of the roleTo provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.Skills and knowledge required:Deal with telephone, email enquiries.Assisting with onsite meetings.Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet.Preparing meeting packs for with relevant forms for client meetings.Updating stocks of compliance forms for use, as and when required.Submitting new business, as and when required;Processing new business applications, tracking and managing new business pipeline.Setting up model portfolios.Investing funds, switching funds, setting up regular buys/sellsPreparing Valuations/Review Packs, as and when required;Liaising with Product Providers via telephone, email and online portals to obtain plan information.carrying out post review rebalances of portfolios, as and when required.Maintain a client database/CRM system (Curo).Assisting Paraplanning Team, as and when required.Skills required:Good written and oral communication skills.Good methodical and organisational skills.Accurate with good attentio... Permanent