Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

IFA Administrator

Location:

Stoke on Trent; hybrid 1–2 days from home

Salary:

£27,000 – £30,000 DOE (full-time)

Benefits:

• Professional industry exams paid for and study supported
• 25 days holiday (excluding Bank Holidays)
• Holiday Purchase Scheme
• In-House Training Academy
• Annual Salary Review
• Day off on Birthday
• Life Assurance & Pension
• Opportunities to progress into Paraplanner or Adviser roles if desired

About the Company:

We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression.

Key Responsibilities:

• Act as the first point of contact for client enquiries regarding pensions, investments, and protection
• Correspond with clients verbally and in writing
• Process new business applications
• Assist Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
• Arrange client meetings and manage Advisers’ diaries
• Complete Portfolio Illustration requests
• Provide back-office support and ensure administration is completed in line with company procedures
• Maintain accurate, compliant client records on company software

What We’re Looking For:

• Previous experience in a Financial Planning administration role (essential)
• Minimum 2–3 years’ experience, able to hit the ground running
• Confident in IT and office software packages
• Strong organisational, planning, and communication skills
• Ability to prioritise workloads effectively
• Flexibility and adaptability
• Team player with a positive attitude

Desirable Skills:

• Working knowledge of Intelligent Office (IO) and other platform experience
• Understanding of Model Portfolios / DFMs
• Analytical and problem-solving skills

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion