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IFA Administrator
2 months ago
Financial Services Opportunity
About the Role:
We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Templegate Recruitment Limited. As a key member of our financial services team, you will provide administrative support to our Independent Financial Advisory firm, ensuring the smooth operation of our financial planning and investment advice services.
Key Responsibilities:
- Provide administrative support to our financial services team, including data entry, document management, and correspondence.
- Assist with the preparation of financial plans and investment advice documents.
- Maintain accurate and up-to-date records of client interactions and financial transactions.
- Support the development of new business opportunities and client relationships.
Requirements:
- Proven experience in an administrative role, preferably in the financial services industry.
- Excellent organizational and communication skills.
- Ability to maintain confidentiality and handle sensitive client information.
- Proficiency in Microsoft Office and other relevant software applications.
What We Offer:
- A competitive salary of up to £30,000 (based on experience and qualifications).
- A dynamic and supportive work environment.
- Opportunities for professional development and growth.
About Us:
We are a well-established and highly successful Independent Financial Advisory firm, offering comprehensive financial planning and investment advice to our clients. We are committed to providing exceptional service and building long-term relationships with our clients and partners.
