Financial Services Specialist

6 days ago

Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

About the Role:

We are seeking a highly skilled Financial Services Specialist to join our team at Templegate Recruitment Limited. As an IFA Administrator, you will play a crucial role in supporting our financial advisory firm in delivering exceptional services to our clients.

Key Responsibilities:

  • Provide administrative support to our financial advisors, ensuring seamless delivery of services.
  • Manage client data, maintain accurate records, and ensure compliance with regulatory requirements.
  • Assist in the preparation of financial plans, reports, and presentations.
  • Develop and maintain strong relationships with clients, colleagues, and external partners.
  • Contribute to the development of new business opportunities and initiatives.

What We Offer:

  • A competitive salary of £25,000 to £35,000, depending on qualifications and experience.
  • A comprehensive benefits package, including life cover, income protection, and a cycle to work scheme.
  • Opportunities for career progression and professional development.
  • A dynamic and supportive work environment.

About Us:

Templegate Recruitment Limited is a well-established financial advisory firm, founded in 1988. We offer a comprehensive range of financial services, including investment management, retirement planning, estate planning, and employee benefits advice. Our team is dedicated to delivering tailored financial solutions to individuals, businesses, and trusts.

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