Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: IFA Administrator

Location:Berkswell

Hybrid working: 3 days in office, 2 days from home

Salary:

£27,500 – £38,500

Dependent on experience

Why Join Us?

This is a fantastic opportunity to join a growing financial planning firm in a varied and hands-on administrative role. You will be part of a collaborative team environment, working closely with advisers and paraplanners to deliver a high-quality client experience.

The role offers full exposure to the advice process from start to finish, making it ideal for someone looking to build a long-term career within financial services.

Benefits:

• 26 days holiday plus bank holidays
• Pension: 4% employer contribution (matched)
• Private Medical Insurance
• Death in Service: 4x salary
• £150 annual allowance towards eye care and testing
• Paid flu vaccinations
• Bonus scheme
• Hybrid working arrangement

About the Company:

A growing, client-focused financial planning firm with a strong team culture and collaborative working environment. The business operates with a pod structure, where administrators, paraplanners, and advisers work closely together to deliver tailored financial planning solutions.

Key Responsibilities:

• Providing full end-to-end administrative support to advisers and paraplanners
• Processing new business from application through to completion
• Managing client records and maintaining accurate documentation
• Liaising with clients, providers, and internal teams
• Supporting the onboarding of new clients
• Assisting with compliance and ensuring all processes are followed accurately
• Supporting the wider team with day-to-day operational tasks

What We’re Looking For:

• Previous experience within financial services (IFA, wealth management, or similar)
• Experience in an administrative or client support role
• Strong organisational skills and attention to detail
• Excellent communication skills and a professional approach
• Team player with a collaborative mindset
• Proactive attitude and willingness to learn
• Ability to manage multiple tasks and meet deadlines
• Must be local and able to commute to a rural office location

Desirable Skills:

• Previous experience supporting financial advisers
• Understanding of financial planning 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.

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.