Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Financial Services Administrator (IFA Support)

Location: St Albans

Salary: £30,000 – £35,000 (Depending on Experience)

Why Join Us?

This is an excellent opportunity for an experienced Financial Services Administrator to join a supportive and professional IFA environment. You’ll be working closely with advisers and paraplanners, gaining exposure to a wide range of financial planning work while developing your technical knowledge and career progression within the industry.

Benefits:

• Hybrid working
• Competitive salary (£30,000 – £35,000 DOE)
• Cash plan healthcare benefits
• 28 days holiday plus bank holidays
• Life cover

About the Company:

We are recruiting on behalf of a well-established Independent Financial Adviser (IFA) firm with a strong reputation for delivering high-quality financial planning services to a diverse client base. The business prides itself on its professional yet supportive culture, where employees are encouraged to develop their skills and progress within the financial planning profession.

Key Responsibilities:

• Provide full administrative support to financial advisers and paraplanners
• Process new business applications across pensions, investments, and protection products
• Liaise with providers and platforms for policy information and updates
• Prepare client review packs, valuations, and meeting documentation
• Maintain accurate client records using CRM and back-office systems
• Monitor and progress outstanding business to meet service standards and deadlines
• Support the implementation of financial planning recommendations
• Handle client and provider queries professionally and efficiently
• Ensure compliance with FCA regulations and internal procedures

What We’re Looking For:

• Previous experience in a Financial Services Administrator or IFA support role
• Strong understanding of financial products including pensions, investments, and protection
• Experience using financial platforms and provider systems
• Excellent organisational skills with strong attention to detail
• Strong communication skills, both written and verbal
• Ability to manage multiple tasks in a fast-paced environment
• Proactive, reliable, and team-focused approach

Desirable Skills:

• Experience within an IFA or wealth management environment
• Familiarity with IO back-office systems
• Understanding of FCA compliance requirements
• Exposure to client review processes and financial planning documentation

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.