IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:Office-based (full-time)Salary:Competitive, dependent on experienceBenefits:24 days holiday plus bank holidaysOffice closed over Christmas period plus additional gifted dayOn-site parking availableCasual dress code Dog-friendly office environmentSupportive, close-knit team environmentProgression Supported. About the Company:A well-established and professional financial planning firm providing holistic financial advice to a wide range of clients. The business has a strong focus on client service, technical accuracy, and long-term relationships. The team is small, collaborative, and highly experienced, offering a supportive environment where individuals are trusted to take ownership of their work.Key Responsibilities:Providing full administrative support to financial planners and paraplannersProcessing new business across pensions, investments, and protectionUsing Intelligent Office (IO) to manage client records and workflowsLiaising with providers to ensure timely and accurate processing of casesPreparing documentation for client meetings and reviewsSupporting portfolio rebalancing (partial and full)Reviewing provider reports and maintaining accurate client dataEnsuring compliance standards are met at all timesSupporting the wider team with general office and client service dutiesWhat We''re Looking For:Minimum 2 years'' experience within an IFA/financial planning ..... full job details .....