Wealth Management Administrator

Benefits:

• 25 days annual leave plus bank holidays
• Hybrid working (up to 2 days working from home following successful completion of probation)
• Employer pension contribution with salary sacrifice
• Holiday buy scheme (purchase up to 5 additional days)
• Discretionary new business incentive scheme
• Life assurance (4x basic salary)
• Healthcare cash plan
• Employee Assistance Programme
• Shopping discount platform
• Free parking
• Free mortgage advice
• Community involvement day each year

About the Company:

Templegate Recruitment is delighted to be recruiting for an experienced IFA Administrator to join a highly regarded and growing financial planning practice. This is an excellent opportunity for an organised and client-focused IFA Administrator looking to become part of a supportive team where quality client service is at the heart of everything they do.

The successful IFA Administrator will play a key role in supporting Financial Advisers by ensuring the smooth administration of client cases from start to finish. This position offers excellent career stability, a friendly working environment and an attractive benefits package, alongside hybrid working following probation. The role description and package are based on the employer's recruitment information.

Key Responsibilities:

As an IFA Administrator, your responsibilities will include:

• Providing exceptional administrative support to Financial Advisers.
• Managing client enquiries professionally and delivering an excellent client experience.
• Arranging client meetings and maintaining adviser diaries.
• Preparing documentation and meeting packs.
• Keeping clients updated throughout the advice process.
• Managing Letters of Authority (LOAs) from start to finish.
• Ensuring post-meeting administration is completed accurately and within agreed timescales.
• Maintaining back-office systems and keeping client records up to date.
• Producing suitability letters for straightforward transactions, including post-meeting reports, ISA and fund switch documentation.

What We're Looking For:

The ideal IFA Administrator will have:

• At least 2 years' experience in a Financial Services administration role.
• A good understanding of the financial planning and advice process.
• Excellent organisational skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• A high level of accuracy and attention to detail.
• Excellent customer service skills.
• A collaborative approach and strong team-working ability.
• A flexible, proactive attitude.

Desirable Skills:

• Previous experience working as an IFA Administrator within an Independent Financial Adviser practice.
• Experience using financial services back-office systems.
• Strong knowledge of Microsoft Word, Excel and Outlook.
• Experience preparing client documentation and supporting advisers throughout the advice journey.
• Understanding of industry-specific software and financial planning processes.

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.