IFA Sales Support & Client Relations Specialist
Job in
Nottingham, Nottinghamshire, NG1, England, UK
Listed on 2026-07-21
Listing for:
Blakemore Recruitment
Full Time
position Listed on 2026-07-21
Job specializations:
-
Administrative/Clerical
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Blakemore Recruitment is seeking a proactive administrator to support financial planners with day-to-day client management and clerical tasks. You will handle enquiries, assist with meetings, and maintain client files.
The role encompasses preparing meeting packs, submitting new business, and updating portfolio information. You will also assist with paraplanning, liaise with product providers, and perform routine valuations and rebalances, using Curo CRM and Virtual Cabinet.
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