Financial Services Specialist

4 weeks ago


Colchester, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

About the Company:
We are a leading recruitment agency, TEMPLEGATE RECRUITMENT LIMITED, specializing in Financial Services recruitment. Our client, a highly successful Independent Financial Advisory firm, is seeking a skilled professional to join their team as an IFA Administrator.

Job Title: IFA Administrator

Location: Feering

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

About the Role:
As an IFA Administrator, you will be responsible for providing administrative support to the financial planning and investment advice teams. You will assist with client onboarding, data entry, and other administrative tasks to ensure the smooth operation of the firm.

Requirements:
We are looking for a professional with excellent communication and organizational skills, who is able to work in a fast-paced environment and prioritize tasks effectively. You will have a strong understanding of financial services and be able to maintain confidentiality when dealing with client information.

What We Offer:
Our client offers a competitive salary and benefits package, as well as opportunities for professional development and growth within the firm.



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