JohnstonGreer is a specialist recruitment agency for the Financial Services and Pensions sectors. We have created a series of posts providing CV tips for those that work in specific roles in our industry, designed to give you distinct guidance on the content of your CV.

This post covers IFA Administrator/Sales Support roles and the information below should help you cover all areas of your role.

System skills

Outline the tools that you are utilising in your current role. This will include the client management database which may be an industry name such as Iress or Intelliflo or possibly you use an in-house system. Describe the other tools that you use for research, reviews and quotations such as O&M Profiler or The Exchange. And in this modern world of financial planning you should also mention the WRAPs used in the office.

Business Mix

The financial planning areas you work with will be an excellent guide to any future employer. Do you cover Investments, Pensions, Mortgages and Protection? Then break it down further; do you deal with OEICs, ISAs, IHT, SIPP, Drawdown and Transfers? Is your work all Private Client? If there is some Corporate then break that down further to GPP, larger schemes and Group Risk.

Client Mix

Which type of clients does your firm work with? You may work with a particular sector or profession or possibly a particular level of client dictated by investable assets or funds under management. Let the reader of your CV get an idea of the clients you are communicating with on a day to day basis.


It may be obvious from the company name however do consider mentioning the environment in which you work. For example, are you working in the financial planning arm of an accountancy practice or is your employer best described as a regional firm? Describe the structure of the business and where your role fits in to give an idea of who you liaise with internally.

Duties and Responsibilities

This is usually the one that most candidates get right already. Make sure you mention specific duties such as valuations, preparing for client meetings and new business processing plus any technical duties you perform. Don’t forget to mention the level of client contact you have.

We hope this helps you with the content of your sales support CV. It is well known that recruiters and employers may only spend a matter of seconds scanning over a CV so detailing some of the specifics above may just catch the eye of the right person.

If you would like further information then please get in touch.