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TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Administrator
Location: Bristol
Benefits:
- Pension:5% employer match
- Private Medical Insurance:After 3 months
- Flexible working
- Salary sacrifice available for bus pass or parking permit
- Full time / Part time available
Salary: £24,000 to £34,000 per annum (dependent on experience and qualifications)
About the Company:
This well-established financial planning firm offers a supportive and collaborative office environment with a strong team culture. Specialising in providing tailored financial advice, the company is experiencing steady organic growth and prides itself on delivering high-quality service to its clients. The team comprises experienced financial planners and dedicated administrative support, working together to ensure a client-centric approach. They offer a flexible working structure, including the option for part-time, full-time, or term-time only roles, along with progressive employee benefits such as private medical insurance, a matched pension scheme, and a unique non-contractual "optionday" every Friday to promote work-life balance.
Key Responsibilities:
Provide administrative support to financial planners and paraplanners
Prepare and process new business applications and client documentation
Maintain and update client records accurately using the CRM system
Liaise with providers to obtain policy information and valuations
Handle client queries professionally via phone and email
Schedule client meetings and manage the advisers diaries
Produce client review packs and ensure timely follow-ups
Ensure compliance with FCA regulations and internal procedures
Assist with reporting, data entry, and general office administration
Support the wider team in delivering a high level of client service
Requirements:
Excellent written and verbal communication skills
Minimum of 1yearIFA administration experience.
Strong organisational and time management skills.
Proven customer service experience with the ability to communicate confidently.
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
