IFA Administrator

TEMPLEGATE RECRUITMENT Financial Services Specialist RecruitersWant to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.Job Title : IFA AdministratorLocation :AmershamSalary : 25,000 to 35,000 BenefitsStandard pension contributions22 days annual leave plus bank holidays (office closes over Christmas)Free on-site parkingSupportive working environment within a small, friendly teamAbout the Role :A fantastic opportunity has arisen for an experienced and proactive Senior IFA Administrator to join a well-established and growing financial planning firm. Working as part of a small, close-knit team, you will play a vital role in supporting the day-to-day operations of a Chartered Financial Planner and ensuring a smooth and compliant client journey.This is a varied and hands-on administrative role that would suit a highly organised and confident individual with a strong background in IFA or wealth management support. While this role does not offer progression to an adviser position, it could be an excellent fit for someone seeking long-term stability in a senior support capacity or someone looking to develop toward a paraplanning role over time.Key Responsibilities:Provide comprehensive administrative support to the Financial Adviser/DirectorPrepare and process new business applications, letters of authority, and client documentationManage client reviews, maintaining accurate records and diary remindersLiaise with providers and clients to ensure timely and accurate processing of requestsMaintain and update internal systems and client recordsAssist with compliance and regulatory documentation as requiredSupport the wider team with general administrative dutiesRequirements :Minimum 3 years of experience in an IFA or wealth management administration roleExcellent knowledge of financial planning processes, products, and terminologyProficient in Microsoft Office (Word, Excel, Outlook)High attention to detail with strong organisational and time management skillsProfessional, personable, and confident when dealing with clients and providersAble to work independently and as part of a small teamTo be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.TPBN1_UKTJ

Created: 2025-07-22