Hybrid IFA Administrator – Wealth Management Operations
Job in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-07-25
Listing for:
TEMPLEGATE RECRUITMENT
Full Time
position Listed on 2026-07-25
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Templegate Recruitment is seeking an experienced IFA Administrator in Altrincham. You will manage end-to-end processing of investment, pension and protection cases, using St.
James's Place systems and iBusiness, while liaising with advisers and clients to keep cases on track. Ideal candidates have 2+ years in a similar role, strong MS Office and CRM skills, and an ability to manage multiple cases with high attention to detail.
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