Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

IFA Administrator

Location:

Leatherhead, Surrey

Salary:

£26,000 – £32,000 per annum (DOE)

Benefits:

• Christmas office closure (not deducted from annual leave)
• 5% employer pension contribution
• Hybrid working available after probation (1 day per week from home)
• Free on-site parking
• Supportive and collaborative team environment
• Opportunities for long-term career development

About the Company:

Our client is a well-established and growing independent financial planning firm based in Leatherhead. With a strong reputation for delivering high-quality financial advice and exceptional client service, they are seeking an experienced IFA Administrator to join their friendly and professional team.

This is an excellent opportunity for an individual with financial services experience who is looking to build a long-term career within a supportive and collaborative environment.

Key Responsibilities:

• Providing comprehensive administrative support to Financial Advisers and the wider team
• Processing new business applications across pensions, investments and protection products
• Preparing client documentation and maintaining accurate client records
• Liaising with clients, providers and third-party organisations
• Managing correspondence, client queries and requests in a timely manner
• Obtaining policy information and fund valuations
• Supporting the client review process and producing review packs
• Ensuring all administration is completed accurately and in line with regulatory requirements
• Maintaining back-office systems and updating client data
• Assisting with general office administration duties as required

What We’re Looking For:

• Minimum of 1 year's experience within an IFA Administration or Financial Services Administration role
• Good understanding of financial planning products and services
• Strong organisational skills with excellent attention to detail
• Professional and confident communication skills
• Ability to prioritise workload and work effectively within a team environment
• Proficient in Microsoft Office applications
• Positive attitude and a willingness to contribute to a collaborative team culture

Desirable Skills:

• Experience supporting Independent Financial Advisers
• Knowledge of pensions, investments and protection products
• Experience using financial services back-office systems
• Working towards or interested in pursuing professional financial planning qualifications
• Provider administration experience within financial services

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.