Junior IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Junior IFA AdministratorLocation:Office-based (full-time)Salary: £24,500 to £27,000 DOE Benefits:24 days holiday plus bank holidaysOffice closed over Christmas period plus additional gifted dayOn-site parking availableCasual dress codeDog-friendly office environmentSupportive, close-knit team environmentFull training providedClear career progression opportunities within financial servicesStudy support considered for the right candidateAbout 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 encouraged to develop their skills and build a long-term career within financial services.This is an excellent opportunity for someone looking to establish themselves within the financial planning profession and gain valuable experience in a supportive office environment.Key Responsibilities:Providing administrative support to Financial Planners, Paraplanners, and the wider teamAssisting with the processing of new business applicationsMaintaining accurate client records and updating internal systemsPreparing client documentation and meeting packsLiaising with product providers to obtain information and updatesAssisting ..... full job details .....