Senior IFA Administrator Post

16 hours ago


Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

Responsibilities:

  • Team Leadership: Lead, mentor, and develop a team of IFA administrators, ensuring high performance and job satisfaction. Conduct performance reviews, identify training needs, and provide ongoing development opportunities. Delegate tasks effectively to manage workloads and ensure deadlines are met.
  • Operational Management: Oversee the processing of new business applications, client reviews, and administrative tasks. Ensure all records and documentation meet compliance standards and company protocols. Implement and refine processes to improve operational efficiency and accuracy.
  • Compliance and Regulatory Oversight: Monitor administrative activities to ensure compliance with FCA regulations and company policies. Manage and safeguard data integrity across client management systems.
  • Client and Adviser Support: Act as a point of escalation for complex administrative queries from both clients and advisers. Collaborate closely with financial advisers to support a seamless client journey.
  • Systems and Reporting: Manage and optimise the use of platforms such as Intelligent Office, Aegon, Aviva, and other provider systems. Generate and analyse reports to track team performance and identify areas for improvement.


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job SummaryTEMPLEGATE RECRUITMENT LIMITED is seeking an experienced IFA Administration Manager to join our team. As a key member of our financial services division, you will play a vital role in shaping our future success.This is a fantastic opportunity to work with a reputable company, develop your leadership skills, and take your career to the next...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the Role:We are looking for an experienced IFA Administration Team Lead to join our team in Ashford. As a key member of our administration team, you will be responsible for leading, mentoring, and developing a team of IFA administrators, ensuring high performance and job satisfaction. The successful candidate will possess strong experience in financial...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the Role:Our client is seeking a skilled and proactive IFA Administrator Manager to lead their administration team in supporting financial advisers and delivering exceptional service to clients.The ideal candidate will possess strong experience in financial services administration, excellent organisational and leadership abilities, and a commitment to...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Description:The IFA Business Operations Lead is a critical role that requires strong organizational and communication skills. The successful candidate will be responsible for leading our administrative team, managing day-to-day operations, and ensuring excellent customer service.Responsibilities:Coordinate administrative tasks, including data entry,...

  • IFA Support Manager

    5 days ago


    Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the Role:We are seeking an experienced IFA Administration Manager to lead our administration team and provide strategic guidance and support to financial advisers and clients.Responsibilities:Team Leadership: Lead a team of administrators to deliver high-quality services to financial advisers and clients.Process Improvement: Identify areas for...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Description:The ideal candidate will possess in-depth knowledge of IFA operations, platforms, and compliance requirements. They will have previous experience managing a team and be proficient in Intelligent Office and provider platforms such as Aegon and Aviva. The successful candidate will also have strong organisational skills, meticulous attention to...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job DescriptionTEMPLEGATE RECRUITMENT LIMITED is recruiting an experienced IFA Administration Manager to lead our financial services team. This is a challenging yet rewarding role that offers opportunities for growth and development.The successful candidate will be responsible for managing a team of IFA administrators, developing and implementing effective...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: Senior Financial Services ManagerWe are seeking a highly experienced Senior Financial Services Manager to lead our administration team in supporting financial advisers and delivering exceptional service to clients.The ideal candidate will possess strong experience in financial services administration, excellent organisational and leadership...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Templegate Recruitment Limited is a leading recruitment agency specializing in financial services.We are currently seeking an experienced IFA Administrator Manager to join our team.The successful candidate will be responsible for administering financial services, including handling client information, managing data, and providing administrative support.This...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the Job:We are seeking an experienced Financial Operations Specialist to join our team and support our financial advisers in delivering exceptional service to clients.The ideal candidate will possess strong experience in financial services administration, excellent organisational and leadership abilities, and a commitment to maintaining high standards...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    We are seeking a highly skilled IFA Administrator Manager to lead our client's administration team. This is a fantastic opportunity for an experienced professional to take on a challenging role in a dynamic and supportive environment.About the Role:Our client, Templegate Recruitment Limited, is a leading recruitment agency specialising in financial services....


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the Role:Our client, TEMPLEGATE RECRUITMENT LIMITED, is seeking an experienced and skilled IFA Administrator Manager to lead their administration team in supporting financial advisers and delivering exceptional service to clients. This role requires a strong background in financial services administration, excellent organisational and leadership...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: Financial Services Operations ManagerWe are seeking a skilled and proactive Financial Services Operations Manager to lead our administration team in supporting financial advisers and delivering exceptional service to clients. The ideal candidate will possess strong experience in financial services administration, excellent organisational and...


  • Ashford, Kent, United Kingdom Carlton Recruitment Full time

    Join Carlton Recruitment as an Office Administrator in Ashford. This is a permanent, full-time opportunity offering a salary of £21,000-£26,000 per annum.About the RoleWe are seeking a highly organized and efficient individual to provide administrative support to our team.The successful candidate will be responsible for answering incoming calls, greeting...


  • Ashford, Kent, United Kingdom East Kent Hospitals University NHS Foundation Trust Full time

    We are seeking a well-organised and proactive administrator to join our fast-paced ENT Waiting List Team at the William Harvey Hospital.About the RoleThis is an exciting opportunity for an individual to manage waiting lists, ensuring compliance with local and national targets and the Trust's Patient Access Policy.The post holder will be required to provide...


  • Ashford, Kent, United Kingdom Office Angels Full time

    Job OverviewWe are seeking an experienced Administrative Assistant to join our dynamic team in Bethersden. As the Part-time Office Manager, you will be responsible for overseeing accounts and bookkeeping tasks, including purchase and sales ledger postings and credit card analysis.The ideal candidate will have a positive attitude towards work, excellent...


  • Ashford, Kent, United Kingdom East Kent Hospitals University NHS Foundation Trust Full time

    An opportunity has arisen for a skilled administrator to join our ENT Waiting List Team at the William Harvey Hospital.About UsEast Kent Hospitals University NHS Foundation Trust is one of the largest hospital trusts in England, serving a population of around 800,000 people. Our vision is 'great healthcare from great people'.We have a new way of working at...


  • Ashford, Kent, United Kingdom HR GO Recruitment Full time

    About Our HR Administrator RoleWe are seeking an experienced and skilled HR Administrator to join our team at HR GO Recruitment, based in Ashford. This is a fantastic opportunity to start your career in HR with the possibility of gaining a CIPD qualification.Key Responsibilities:Assist with recruitment processes, including posting job openings, scheduling...


  • Ashford, Kent, United Kingdom Bulk Mobiles Full time

    About the CompanyBulk Mobiles is a leading mobile phone retailer offering a wide range of handsets and accessories. We are committed to providing excellent customer service and building strong relationships with our customers.We are seeking an experienced Account Assistant to join our team and help us maintain our high standards of customer service and...


  • Ashford, Kent, United Kingdom CV-Library Full time

    **Senior Construction Advisor Opportunity:**We are seeking an experienced Senior Construction Advisor to join our team at Streamline Search in Chichester, West Sussex.The ideal candidate will have a degree in Quantity Surveying or a related field and extensive experience in contracting or consultancy environments, along with strong leadership and project...