IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial AdministratorLocation:Kingsley Office (Office based)Salary:£30,000 - £35,000, dependent on experienceBenefits:Competitive salaryPension schemeDeath in Service coverIncome ProtectionPrivate Medical InsuranceApproximately 26 days holiday plus bank holidaysFully funded professional examsOn-site parkingBi-annual company trips abroad (with alternate UK-based trips in other years)Ongoing training and development opportunitiesAbout the Company:We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service.This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration.Key Responsibilities:Providing comprehensive administrative support to a team of financial advisersProcessing new business applications across pensions, investments, and protection productsManaging client records and ensuring all documentation is accurate and up to dateUsing Intelligent Office (IO) to manage workflows, client data, and administration tasksLiaising with product providers such as Fidelity, Aviva, and QuilterProcessing contributions, withdrawals, fund switches, and fee ..... full job details .....