Advisor Support

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Benefits: Pension contribution Office closure over Christmas CII qualification and professional development opportunities Opportunity to progress towards Level 4 and Chartered status Full-time, permanent position Monday to Friday, 9am-5pm Free on-site parking Location: Castle Donington, Leicestershire Salary: Up to £38,000 DOE About the Company: Our client is a well-established and professional financial planning firm based in Castle Donington, providing tailored financial planning services to high-net-worth individuals. They are looking for an experienced IFA Administrator to join their close-knit team and provide high-quality administrative support to the advisers and clients. This is an excellent opportunity for an IFA Administrator looking to join a professional environment where there is genuine scope for ongoing development and progression. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers. Managing day-to-day IFA administration and client servicing. Preparing and processing client documentation. Communicating with clients professionally by telephone and email. Maintaining accurate and up-to-date client records. Supporting advisers with new business and ongoing client administration. Liaising with providers and other professional contacts. Using Intelligent Office (IO) as the firm''s back-office system What We''re Looking For: We ..... full job details .....