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Permanent

IFA Sales Support Administrator

Wallace Bates Limited
Taunton
money-bag £30000 Annual
Posted: 15 August 2026 (Yesterday)
Closing date: 14 September 2026
Ref: 3155968057

Our client is a high profile and successful Chartered financial services business that offers wealth management, and Investment management to HNW private clients. Following a recent restructure, they are now looking to recruit an experienced and highly competent individual to join their Administration Wealth support team in London as a Sales Support Administrator. Duties will include checking paperwork before proposals are submitted, valuations, dealing with fee queries and admin support to assist the paraplanners. Candidates must have experience of working as a Sales Support Administrator within an IFA or financial adviser business. Financial planning qualifications and would be a distinct advantage and preferred although not Mandatory. Candidates will be polished professional and have excellent attention to detail. The position offers full exam support, Hybrid working, a good basic salary and benefits. ..... full job details .....

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