Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Financial Administrator

Location: Stokenchurch

Salary: £28,000 to £32,000 DOE

Benefits:

• Professional industry exams paid for with study support
• 25 days holiday (excluding Bank Holidays) plus Holiday Purchase scheme
• In-House Training Academy
• Annual Salary Review
• Day off on Birthday
• Life Assurance & Pension
• Career progression opportunities to Paraplanner & Adviser roles

About the Company:

Due to expansion, our client is looking for a dedicated and experienced Financial Administrator to join their team. The company prides itself on delivering a first-class service to both clients and internal teams, operating within a supportive and professional environment.

Key Responsibilities:

• Acting as the main point of contact for client queries regarding pensions, investments, and protection
• Handling incoming phone calls, enquiries, and requests
• Corresponding with clients both verbally and in writing
• Processing New Business applications
• Assisting Paraplanners and Advisers with preparation of client review packs (annual and tri-annual)
• Arranging client meetings and managing Advisers’ diaries
• Completing Portfolio Illustration requests
• Providing back-office support
• Ensuring all financial planning administration follows company procedures
• Maintaining accurate and compliant client records on company systems

What We’re Looking For:

• Previous experience within a Financial Planning firm (essential)
• Working knowledge of Intelligent Office (IO) and other financial platforms
• Ability to manage and prioritise workloads effectively
• Excellent communication, organisational, and planning skills
• Analytical thinking and problem-solving abilities
• Flexibility and adaptability in a fast-paced environment
• Confidence with IT and office software
• Positive attitude and strong team player

Desirable Skills:

• CII Level 3 Qualification in Financial Administration (training can be provided if not already held)
• Understanding of Model Portfolios/DFMs

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.