Junior IFA Administrator

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.