TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: IFA Administrator
Location: Boston, Lincolnshire
Salary: Up to £26,000 (based on experience and qualifications)

About the Company:

Our client is a prominent financial services company specialising in providing a wide range of investment and wealth management solutions. Established with a commitment to delivering tailored financial strategies, the firm focuses on helping individuals and businesses achieve their financial goals through personalised advisory services.

With a team of experienced professionals, they leverage expertise in investment management, retirement planning, and risk assessment to create comprehensive financial plans. Their strong emphasis on client relationships and transparency empowers clients to make informed decisions, ensuring their financial well-being and long-term success in an ever-evolving economic landscape.

Key Responsibilities of the IFA Administrator:

• Answer and direct phone calls, providing polite and professional communication.
• Greet and assist visitors to the office.
• Handle incoming and outgoing post.
• Action email requests from advisers and clients.
• Perform general office duties, including filing and photocopying.
• Book meeting rooms, hotels, taxis, etc.
• Conduct accurate data entry.
• Prepare client valuations.
• Process client investment and pension withdrawals.
• Draft regular review letters and reports.
• Prepare documents to accompany adviser recommendations, including illustrations, application forms, and comprehensive suitability reports.

What We're Looking For for the IFA Administrator role:

• Strong verbal and written communication abilities to interact clearly and professionally with clients, advisors, and other stakeholders.
• Understanding of financial products, investment strategies, and regulatory frameworks to provide accurate information and support to advisors.
• Familiarity with financial software, databases, and office applications for efficient management of client records and administrative tasks.
• Precision in handling client documentation, data entry, and compliance requirements to avoid errors and ensure regulatory adherence.

Why Apply?

If this IFA Administrator role sounds like a fit for you, apply today! One of our specialist consultants will review your application and get in touch to discuss the opportunity in detail. During this conversation, we’ll assess your skills, motivations, and explore other relevant opportunities that align with your career goals.