IFA Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

IFA Administrator

Location:

Ipswich

Salary:

£24,000 - £27,000 per annum (depending on experience)

Benefits:

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• 22 days annual leave plus Bank Holidays
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• Pension scheme with 5% employee and 5% employer contributions
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• Fully supported professional qualifications and career development
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• Full-time permanent position
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• Opportunity to develop a long-term career within financial services
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About the Company:

Our client is a well-established and growing financial planning firm seeking an IFA Administrator to join their team. This is an excellent opportunity for someone looking to begin or further develop a career within the financial services sector. Applications are welcomed from both experienced administrators and individuals looking to enter the industry.

Key Responsibilities:

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• Providing administrative support to Financial Advisers and the wider team
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• Preparing and processing client documentation and applications
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• Maintaining accurate client records and management systems
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• Liaising with clients, product providers, and third parties
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• Assisting with the preparation of reports, correspondence, and client reviews
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• Ensuring all administration is completed accurately and within required timescales
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• Supporting the delivery of an excellent client experience
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What We’re Looking For:

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• A full UK driving licence is essential due to the office location and limited public transport access
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• Strong organisational and administrative skills
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• Excellent attention to detail
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• Good communication skills, both written and verbal
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• Proficiency in Microsoft Office applications
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• A positive attitude and willingness to learn
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• Ability to work effectively within a team environment
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Desirable Skills:

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• Previous experience within administration or financial services (not essential)
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• Experience working within a professional office environment
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• An interest in developing a career within financial planning and wealth management
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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.