IFA Administrator

Benefits: Office closure over Christmas CII qualification and professional development opportunities Opportunity to progress towards Level 4 and Chartered status Full-time, permanent position Monday to Friday, 9am–5pm Free on-site parking Pension contribution Job Title: IFA Administrator Location : Castle Donington, Leicestershire Salary : Up to £38,000 DOE About the Company: Our client is a well-established and professional financial planning firm based in Castle Donington, providing tailored financial planning services to high-net-worth individuals. They are looking for an experienced IFA Administrator to join their close-knit team and provide high-quality administrative support to the advisers and clients. This is an excellent opportunity for an IFA Administrator looking to join a professional environment where there is genuine scope for ongoing development and progression. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers. Managing day-to-day IFA administration and client servicing. Preparing and processing client documentation. Communicating with clients professionally by telephone and email. Maintaining accurate and up-to-date client records. Supporting advisers with new business and ongoing client administration. Liaising with providers and other professional contacts. Using Intelligent Office (IO) as the firm's back-office system.. What We’re Looking For: We are looking for an experienced IFA Administrator with previous experience within an Independent Financial Adviser or financial planning environment. The ideal candidate will be: Experienced in IFA administration. Highly organised with excellent attention to detail. Confident and professional when communicating with clients. Proactive and able to manage a busy workload. Professional, personable and committed to providing excellent client service. Desirable Skills: Previous experience supporting Financial Advisers within an IFA environment. Experience using Intelligent Office (IO) or a similar back-office system. Strong knowledge of financial planning administration processes. How to Apply: If you are an experienced IFA Administrator looking for your next career opportunity and feel this role could be a good fit, please send your CV to Templegate Recruitment for consideration. 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.