IFA Sales Support

Job title: IFA Sales Support
Location: Home Based
Industry: Financial Services
Salary: £25,000
Reference: 1299
Contact name: Jodie Murray
Contact email: Jodie@teamboxtree.co.uk

Job description

Boxtree Recruitment have been engaged to source a Sales Support Administrator to remotely provide administrative and PA support to IFA’s and their clients.


  • Submitting new business, monitoring, and tracking through to completion
  • Organising letters of authority/chasing information
  • First point of contact for regulated firm’s clients and product providers
  • Arranging and coordinating meetings
  • Updating valuations
  • Maintaining diary and back office systems
  • Arranging new business illustrations


  • Experience of working as an Administrator within a financial services environment for a minimum of 5 years
  • GCSE (or equivalent) Maths and English grade C and above
  • Certificate in Financial Planning/award in Financial Administration will be an advantage
  • Clear understanding in terms of the obligation that a regulated firm has to its clients and the FCA
  • Clear understanding of the Financial Services industry
  • Clear understanding of GDPR and client confidentiality


Company Benefits:

  • Fully remote – working from home
  • Variable hour contract
  • Auto enrolment pension
  • Standard holiday entitlement 5.6 weeks (max 28 days)
  • Death in service scheme
  • Exam support
  • Staff referral bonus scheme


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.


Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).





Share this job


Jodie Murray

Send Me Similar Jobs By Email

By submitting your details you agree to our T&C