IFA Sales Support Administrator (Wealth Management) Salary: £28k-£38k DOE + Great company benefits Location: Eastbourne Hours Mon-Fri 9am -17.30pm (hybrid - 2 days office based) Free onsite parking Are you an experienced Financial Services Administrator with a strong background supporting Independent Financial Advisers and Paraplanners? Are you looking to join a highly reputable, friendly, and professional IFA practice where you'll play a key role in ensuring clients receive an outstanding level of service? This is a fantastic opportunity to join a well-established and growing firm in Eastbourne. You'll work closely with the business owner and wider team in a varied and fast-paced support role, providing essential administrative assistance to ensure the smooth running of the business. Key Responsibilities: Liaising with clients and providers via phone, email, letter, or secure platforms. Answering incoming calls and taking messages professionally. Managing adviser diaries and task lists. Maintaining accurate client records on Intelligent Office (back-office CRM). Processing new business applications (paper-based and online), tracking them to completion. Requesting and chasing provider information. Preparing illustrations, key features documents, and client reports. Conducting fund performance research. Administering fund switches and portfolio rebalances. Providing general administrative support including scanning, filing, and booking appointments. Supporting the adviser and paraplanners with day-to-day admin. Confidently working under your own initiative and managing priorities. Requirements: Proven experience in a similar financial services administration role, ideally and IFA. Excellent communication and organisational skills. Strong understanding of the IFA environment and adviser support processes. Confident using Word, Excel, and CRM systems (experience with Intelligent Office preferred). Ability to manage your workload independently and efficiently. High level of accuracy and attention to detail. If you're looking to take the next step in your financial services career within a supportive and professional firm, we would love to hear from you. Apply now by submitting your CV today.
Mar 17, 2026
Full time
IFA Sales Support Administrator (Wealth Management) Salary: £28k-£38k DOE + Great company benefits Location: Eastbourne Hours Mon-Fri 9am -17.30pm (hybrid - 2 days office based) Free onsite parking Are you an experienced Financial Services Administrator with a strong background supporting Independent Financial Advisers and Paraplanners? Are you looking to join a highly reputable, friendly, and professional IFA practice where you'll play a key role in ensuring clients receive an outstanding level of service? This is a fantastic opportunity to join a well-established and growing firm in Eastbourne. You'll work closely with the business owner and wider team in a varied and fast-paced support role, providing essential administrative assistance to ensure the smooth running of the business. Key Responsibilities: Liaising with clients and providers via phone, email, letter, or secure platforms. Answering incoming calls and taking messages professionally. Managing adviser diaries and task lists. Maintaining accurate client records on Intelligent Office (back-office CRM). Processing new business applications (paper-based and online), tracking them to completion. Requesting and chasing provider information. Preparing illustrations, key features documents, and client reports. Conducting fund performance research. Administering fund switches and portfolio rebalances. Providing general administrative support including scanning, filing, and booking appointments. Supporting the adviser and paraplanners with day-to-day admin. Confidently working under your own initiative and managing priorities. Requirements: Proven experience in a similar financial services administration role, ideally and IFA. Excellent communication and organisational skills. Strong understanding of the IFA environment and adviser support processes. Confident using Word, Excel, and CRM systems (experience with Intelligent Office preferred). Ability to manage your workload independently and efficiently. High level of accuracy and attention to detail. If you're looking to take the next step in your financial services career within a supportive and professional firm, we would love to hear from you. Apply now by submitting your CV today.
Mortgage Administrator Salary: £27k + great company benefit package Location: Hove Hours: Mon-Fri 9am - 5pm Hybrid Working: 3 days remote / 2 days office-based (following successful training period ) Are you an organised, detail-driven Mortgage Administrator looking to join a professional and supportive financial services business in Hove? An exciting opportunity has arisen for a Mortgage Administrator to join a growing, client-focused mortgage team where delivering a 5-star service is at the heart of everything they do. This is a fantastic role for someone who thrives in a fast-paced, regulated environment and enjoys managing cases from start to finish, ensuring a smooth and efficient journey for every client. As Mortgage Administrator, you will play a pivotal role in supporting Mortgage Advisers and managing applications from submission through to completion. Key responsibilities include: Managing the end-to-end processing of mortgage applications Acting as the main point of contact for clients, lenders and solicitors Submitting mortgage applications and liaising with lender portals Chasing documentation and keeping all parties updated Ensuring all files are compliant with FCA regulations Maintaining accurate CRM records and documentation Ordering and reviewing surveys and valuation reports Providing administrative support to Advisers so they can focus on client advice To be considered for this role you must have the following skills and experience: Previous experience within a mortgage or financial services administrative role Strong knowledge of mortgage processing and compliance requirements Excellent communication skills (written and verbal) Highly organised with strong attention to detail Comfortable managing multiple cases simultaneously IT confident (Microsoft Office & CRM systems such as Intelligent Office or similar) CeMAP qualification desirable (but not essential) If you are looking for a long-term opportunity within a forward-thinking, professional and collaborative mortgage team, I would love to speak with you. Please send your CV ASAP to be considered.
Mar 17, 2026
Full time
Mortgage Administrator Salary: £27k + great company benefit package Location: Hove Hours: Mon-Fri 9am - 5pm Hybrid Working: 3 days remote / 2 days office-based (following successful training period ) Are you an organised, detail-driven Mortgage Administrator looking to join a professional and supportive financial services business in Hove? An exciting opportunity has arisen for a Mortgage Administrator to join a growing, client-focused mortgage team where delivering a 5-star service is at the heart of everything they do. This is a fantastic role for someone who thrives in a fast-paced, regulated environment and enjoys managing cases from start to finish, ensuring a smooth and efficient journey for every client. As Mortgage Administrator, you will play a pivotal role in supporting Mortgage Advisers and managing applications from submission through to completion. Key responsibilities include: Managing the end-to-end processing of mortgage applications Acting as the main point of contact for clients, lenders and solicitors Submitting mortgage applications and liaising with lender portals Chasing documentation and keeping all parties updated Ensuring all files are compliant with FCA regulations Maintaining accurate CRM records and documentation Ordering and reviewing surveys and valuation reports Providing administrative support to Advisers so they can focus on client advice To be considered for this role you must have the following skills and experience: Previous experience within a mortgage or financial services administrative role Strong knowledge of mortgage processing and compliance requirements Excellent communication skills (written and verbal) Highly organised with strong attention to detail Comfortable managing multiple cases simultaneously IT confident (Microsoft Office & CRM systems such as Intelligent Office or similar) CeMAP qualification desirable (but not essential) If you are looking for a long-term opportunity within a forward-thinking, professional and collaborative mortgage team, I would love to speak with you. Please send your CV ASAP to be considered.
