Sales Support Administrator (Wealth Management)

Location: Southampton, United Kingdom

Company

hirify.global is a wealth management business providing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management across the UK, Ireland, and Channel Islands.

What you will do

• Provide administrative and operational support to sales support, sales distribution, sales consultants, and platform specialists.
• Process new business flows and platform transactions while resolving adviser and client queries.
• Produce management information, pipeline reports, high-value quote tracking, and monthly adviser reports.
• Prepare Discretionary Gift Trust and Technical Product Illustration quotes, including data validation through FNZ.
• Analyse hirify.global’s MPS portfolios against competitors using FE Analytics.
• Coordinate printed sales materials, Continuing Professional Development certificates, and cross-functional support activities.

Requirements

• Previous experience in administration, sales support, operations, or customer service; financial services or wealth management experience is advantageous.
• Strong organisation and prioritisation skills, with the ability to manage varied requests and deadlines.
• High attention to detail when checking data, producing reports, preparing quotes, and processing requests.
• Confident written and verbal communication skills for working with adviser firms, sales colleagues, and internal teams.
• Good numerical and analytical skills, including interpreting information, identifying trends, and producing management information.
• Competence with Microsoft Excel and digital systems; experience with financial platforms, reporting tools, or FE Analytics is advantageous.

Culture & Benefits

• Full-time fixed-term contract or secondment.
• Work across Operations, Marketing, Platform Specialists, Product Support, and consultants.
• Opportunity to develop expertise in financial data analysis, platform navigation, regulatory compliance, and wealth management strategy.
• Non-regulated role focused on professional, responsive, and customer-focused service.