Financial Services Specialist

1 month ago


Colchester, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

Job Title: IFA Administrator

Location: Feering

Salary: Up to £30,000 (based on experience and qualifications)

About the Company:
We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented individual to join their team as an IFA Administrator. The successful candidate will be responsible for providing administrative support to the financial advisors, ensuring the smooth operation of the office, and maintaining accurate records.

Key Responsibilities:
* Provide administrative support to financial advisors, including preparing documents, making phone calls, and sending emails
* Maintain accurate records, including client files and financial data
* Ensure the smooth operation of the office, including managing supplies and equipment
* Assist with compliance and regulatory requirements, including data protection and anti-money laundering
* Develop and maintain strong relationships with clients and colleagues

Requirements:
* 2+ years of experience in a similar role
* Strong administrative and organizational skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and prioritize tasks effectively
* Proficient in Microsoft Office and other software applications

What We Offer:
* Competitive salary and benefits package
* Opportunity to work with a well-established and reputable company
* Professional development and training opportunities
* Collaborative and supportive work environment



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