TEMPLEGATE RECRUITMENT
Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:
Junior IFA Administrator
Location:
Office-based (full-time)
Salary: £24,500 to £27,000 DOE
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
- Full training provided
- Clear career progression opportunities within financial services
- Study support considered for the right candidate
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 encouraged to develop their skills and build a long-term career within financial services.
This is an excellent opportunity for someone looking to establish themselves within the financial planning profession and gain valuable experience in a supportive office environment.
Key Responsibilities:
- Providing administrative support to Financial Planners, Paraplanners, and the wider team
- Assisting with the processing of new business applications
- Maintaining accurate client records and updating internal systems
- Preparing client documentation and meeting packs
- Liaising with product providers to obtain information and updates
- Assisting with client review administration
- Managing incoming and outgoing correspondence
- Handling client queries via telephone and email
- Supporting compliance and data management processes
- General office administration and ad-hoc duties as required
What We're Looking For:
- Previous administration experience, ideally within financial services, banking, insurance, or a professional services environment
- Strong organisational skills and attention to detail
- Excellent communication skills, both written and verbal
- Good working knowledge of Microsoft Office, particularly Word and Excel
- Positive attitude with a willingness to learn
- Professional and client-focused approach
- Ability to manage multiple tasks and prioritise workload effectively
- Must be able to work full-time from the office
Desirable Skills:
- Exposure to financial services administration
- Experience using CRM systems
- Knowledge of pensions, investments, or protection products
- Familiarity with Intelligent Office (IO)
- Interest in developing a career within financial planning
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.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.