IFA Sales Support (Mainly home based with 1-2 days a week in London)

Job title: IFA Sales Support (Mainly home based with 1-2 days a week in London)
Location: London
Industry: Financial Services
Salary: £26,000-£30,000
Reference: 1502
Contact email: Jodie@teamboxtree.co.uk

Job description


  • Supporting advisers in all aspects of the advice process.
  • Preparing first meeting packs - as and when required
  • Inputting fact find details into our back-office system – Intelligent Office (IO)
  • Set up clients on IO Input case onto IO Input initial fee (commission) onto IO Input expectation of future income onto IO Obtain illustrations (Exchange or other methods)
  • Obtain KFds or KIIds
  • Input ATR Questionnaire into Financial Express (FE) - EValue
  • Print ATR Report outcome via FE
  • Input Lifetime cash forecasting information into via Truth (where relevant)
  • Prepare suitability letters for Adviser sign off (using templates or software)
  • Obtain and copy Anti Money Laundering documents
  • Complete verification form for adviser signature
  • Pass prepared case to Compliance (using checklist)
  • On-Line Processing (where relevant)
  • Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
  • Chasing business
  • Weekly planning / strategy meeting with Adviser
  • General Administration
  • Liaise with providers / clients / third parties – as necessary
  • Support diary function of designated adviser



  • Progression to the DIPFA qualification
  • Experience of working for an IFA and liaising with product providers
  • Knowledge of Pension and Investment Products
  • Good analytical skills
  • Good listening ability
  • Good telephone manner
  • Good level of IT proficiency including specific Financial Services software, ideally IO


Company Benefits:

Flexible working, with only 1-2 days expected to be in the office.  20 days holiday + generally week from Christmas Eve to January 2nd or next working day + bank holidays. 4 x Salary Death In Service Benefit, Permanent Health Insurance (PHI) scheme to normal retirement age, after probation. Pension Matching up to 3% of salary, after probation. (Auto Enrolment has superseded this) Cost of material for accredited professional development examinations are covered.




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).



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