TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
 

Job Title: IFA Administrator
Location: Trowbridge, Wiltshire (Office Based)
Working Days: Monday to Friday, 9 AM to 5 PM (Office-based, no home working)
Starting Salary: £25,000 - £30,000 (depending on experience) plus discretionary quarterly bonus
Sector: Financial Services – Technical Administrator
Job Type: Permanent, Full-Time (37.5 hours per week)

Minimum Requirements:
The ideal candidate will be smartly presented and possess first-rate communication skills, both written and verbal, allowing them to liaise confidently with clients and providers. While qualifications such as RO1, CF1, FA1, or equivalents are advantageous, experience within a Financial Planning Firm is highly desirable.

Company Benefits:

Bonus structure to be confirmed after a 6-month probation period

Company pension (5% enrolment)

Holiday entitlement: 23 days basic plus 8 bank holidays; additional days after 2 and 5 years of service; flexible sell and buy back up to 3 days

Group income protection

Group life cover

2 paid sick days

Flexible Fridays (option to work 8 AM - 4 PM)

Ongoing training and support with regular recap sessions

Wellness Programme:

Unlimited access to a 24/7 online GP for insured employees, their partners, and children up to age 21

Mental health support & consultations

Second medical opinion

Physiotherapy sessions

Access to fitness plans and nutrition consultations

Bereavement support & probate help

 About the Role:
The company seeks a dedicated, full-time Technical ifa Administrator to join their friendly and vibrant Service Team. As a small organisation with ambitious goals, they encourage team members to develop ongoing value-adding projects alongside their everyday responsibilities. This approach fosters a sense of ownership and diversity in daily tasks, making it an excellent environment for a like-minded team player eager to contribute new ideas and make a difference.

Skills & Experience Required:
The successful candidate will demonstrate high interpersonal and organisational skills and be ready to support the rapid growth of this dynamic financial planning practice. Candidates should possess the following skills and experience:

• A minimum of 3 years’ experience in administration within the financial sector, such as:
• Working for an IFA
• Being part of a technical team within a financial services company
• Administration roles involving pensions, investments, or insurance, demonstrating high-level technical knowledge
• Motivated, friendly, and professional demeanor.
• Punctual, reliable, and dependable
• Ability to work effectively in a team environment
• Exceptional attention to detail and accuracy
• Clear communication with colleagues and providers, both verbally and in writing
• Discretion, sensitivity, and confidentiality in handling client information
• Good planning and organizational skills with the ability to meet deadlines
• Ability to prioritise and manage workload in a busy environment
• Responsive attitude to the delegation of tasks
• Excellent IT skills in MS Word & Excel
• Professional telephone manner and superb customer service skills

Day-to-Day Responsibilities:

The successful candidate will work within the Service department, coordinated by the Client Services Manager. The training program will mentor the candidate for an intensive three months, providing experience across multiple roles within the department. This approach ensures the candidate becomes confident, flexible, and adaptable.

The primary role will involve assembling and organising client policy information at key points in the client journey to support Paraplanners and Advisors. Specific duties include:

• Corresponding with policy providers on behalf of clients
• Acting as a general liaison with clients
• Submitting new business applications on behalf of clients
• Facilitating the annual review process for clients
• Processing new client information in preparation for their first report meeting
• Using analytics programs, Prestwood, and Microsoft Office to provide clients with an overview of their investment performance (training provided)
• Performing basic administrative duties

How to Apply:

Apply today to be considered for this opportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate.