Overview
IFA Administrator Jobs in Balsall Common, England, UK at TEMPLEGATE RECRUITMENT LIMITED
Location: Balsall Common
Job Title:
IFA Administrator
Location:
Meriden, Coventry
Salary:
Up to £31,000, depending on qualifications and experience
Benefits:
Hybrid working
Exam support
Free parking
Performance-based bonus
5% matched pension
Life assurance
28 days holiday plus bank holidays
About the Firm
An established and professional financial planning firm based in Meriden, Coventryis seeking an experienced and detail-oriented IFA Administrator to join their team. The successful candidate will provide vital administrative support to Independent Financial Advisers, ensuring the efficient management of client records, documentation, and
communication
. This is an excellent opportunity for an individual looking to grow within financial services in a supportive and client-focused environment.
Summary of the IFA Administrator Role:
Preparation and processing of new business applications (pensions, investments, protection, etc.)
Managing annual client reviews and maintaining
up-to-date
documentation
Liaising with clients, product providers, and advisers to obtain and chase outstanding information
Maintaining accurate and current client records using CRM system Intelligent Office Obtaining quotes, illustrations, and valuations from providers Preparing meeting packs and reports for advisers
Ensuring all tasks are compliant with FCA regulations and company procedures
Supporting advisers with various ad-hoc administrative tasks
Key Qualities and
Skills Required:
Previous experience within an IFA or financial planning firm (essential)
Solid understanding of financial products such as pensions, ISAs, investments, and protection
Highly organised with
strong communication skills
Exceptional
attention to detail
and accuracy
Confident in using financial platforms and CRM systems
What Were Looking For:
The ideal candidate will be a proactive and reliable administrator with experience in financial services. Strong interpersonal and organisational skills are essential, along with a genuine interest in providing outstanding support to advisers and clients alike.
How to Apply:
To be considered for this IFA Administrator opportunity, please
submit your CV
today. Suitable candidates will be contacted by one of our specialist consultants for a confidential discussion about the role and the firm, before any CVs are submitted to the client. During this call, we will explore your experience, career aspirations, and any other relevant opportunities that may suit your background.
Please note:
Due to the high volume of applications, we are unable to provide feedback to every applicant. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
Title: IFA Administrator
Company: TEMPLEGATE RECRUITMENT LIMITED
Location: Balsall Common, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator, Business Administration), Finance & Banking (Office Administrator/ Coordinator, Business Administration)
