Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

IFA Administrator

Location:

Coventry

Salary:

£30,000 – £35,000 (DOE)

Why Join Us?

This is a fantastic opportunity to join a well-established financial planning firm with a strong client base and supportive team environment. You will be working closely with experienced advisers and supporting a busy, evolving client bank with a strong focus on pensions, retirement income, and ongoing client servicing.

Benefits:

• 23 days holiday plus bank holidays
• Office closure over Christmas period
• Basic auto-enrolment pension scheme
• Friendly, supportive working environment
• Hybrid working available after probation period

About the Company:

Our client is a respected independent financial advice firm based in Coventry. The business has a long-standing reputation for delivering high-quality financial planning advice to a loyal client bank. With a strong emphasis on pensions, retirement planning, and ongoing client relationships, the firm offers a stable and professional environment where client service is at the heart of everything they do.

Key Responsibilities:

• Client contact, assistance and communication
• Liaising with clients and providers to gather information
• Assisting with product and fund research
• Producing cash flow models
• Attending client file meetings with advisers
• Supporting advisers with suitability reports (advice intended and given)
• New business processing through to completion, including chasing providers
• File checking and ensuring completeness and compliance standards
• Client servicing (e.g. change of address, income withdrawals, drawdown servicing)
• Managing ongoing client reviews and review cycles
• Preparing ongoing review suitability letters
• Contacting clients as required for servicing and updates
• Handling incoming and outgoing post, including post office runs where needed
• General office duties including scanning, filing, and answering calls
• Office housekeeping and administrative support

What We’re Looking For:

• Previous experience as an IFA Administrator or in a similar financial services support role
• Strong understanding of pensions and retirement income products (essential)
• Excellent communication and client service skills
• Experience working with advisers and financial planning processes
• Strong attention to detail and organisational skills
• Ability to manage multiple tasks and work in a busy environment
• Confident handling client communication and provider liaison

Desirable Skills:

• Experience with Intelliflo or similar CRM systems
• Knowledge of cashflow modelling tools
• Experience supporting paraplanners or advisers with suitability reports
• Understanding of drawdown and pension withdrawal processes

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