Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

IFA Administrator

Location:

Office-based (full-time)

Salary:

Competitive, dependent on experience

Benefits:

• 24 days holiday plus bank holidays
• Office closed over Christmas period plus additional gifted day
• On-site parking available
• Casual dress code
• Dog-friendly office environment
• Supportive, close-knit team environment
• Progression Supported.

About the Company:

A well-established and professional financial planning firm providing holistic financial advice to a wide range of clients. The business has a strong focus on client service, technical accuracy, and long-term relationships. The team is small, collaborative, and highly experienced, offering a supportive environment where individuals are trusted to take ownership of their work.

Key Responsibilities:

• Providing full administrative support to financial planners and paraplanners
• Processing new business across pensions, investments, and protection
• Using Intelligent Office (IO) to manage client records and workflows
• Liaising with providers to ensure timely and accurate processing of cases
• Preparing documentation for client meetings and reviews
• Supporting portfolio rebalancing (partial and full)
• Reviewing provider reports and maintaining accurate client data
• Ensuring compliance standards are met at all times
• Supporting the wider team with general office and client service duties

What We’re Looking For:

• Minimum 2 years’ experience within an IFA/financial planning environment
• Strong working knowledge of Intelligent Office (IO) is essential
• Proven experience in financial services administration
• Ability to work in a fast-paced, client-focused environment
• Strong attention to detail and organisational skills
• Confident communicator with a professional approach
• Able to work independently as well as part of a team
• Must be based full-time in the office

Desirable Skills:

• Experience using provider platforms (e.g. pensions and investment platforms)
• Understanding of portfolio rebalancing processes
• Exposure to report checking and client review preparation
• Experience working in a small, collaborative IFA team

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.