Administrative Professional for IFA Support

4 days ago


Cardiff, Cardiff, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

We are seeking an Administrative Professional for IFA Support at Templegate Recruitment Limited to join our team. This role requires a highly organized individual with a passion for finance and administration. The successful candidate will have at least 5 years of experience in an IFA administrative role and will be responsible for providing administrative support to financial advisers.

The ideal candidate will have excellent communication skills, both written and verbal, and will be proficient in Intelligent Office (IO). They will also have a strong understanding of pensions and investments and be able to maintain up-to-date client records.

A salary of around £40,000 - £50,000 per annum reflects the importance of this position and the need for a skilled administrative professional. Key responsibilities include maintaining up-to-date client records, processing new business applications, preparing necessary documentation for adviser-client meetings, and acting as a point of contact between advisers and clients.

The ideal candidate will be confident, organized, and able to work independently. They will also have excellent time management skills and be able to prioritize tasks effectively.



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