IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Advisor Support AdministratorLocation:Southport (office-based)Salary and Benefits:Competitive salary 5% employer pension contribution + NI repayment10x salary death in service coverPrivate medical insurance and cash plan25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)9-day working fortnight One-month paid sabbatical after 5 years'' serviceCompany-funded exam support for one qualificationAbout the Company:A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.Role Overview:As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.Key responsibilities include:Preparing and processing client documentation with accuracy and compliance.Maintaining client records on the back-office system (Plannr).Producing reports, valuations, and review packs.Liaising with clients, providers, and internal teams.Assisting with the smooth running of adviser support functions.Required Skills and Experience:Previous experience in IFA ..... full job details .....