IFA Operations Lead

6 days ago


Ashford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

**Job Description:** Compliance and Administrative Specialist

**Location:** Ashford, Kent

**Estimated Salary:** £40,000 - £50,000 per annum

About the Company:

We are Templegate Recruitment Limited, a leading specialist recruitment agency in the financial services sector.

Role Overview:

We are seeking a highly skilled Compliance and Administrative Specialist to join our team in Ashford, Kent.

The ideal candidate will have extensive experience in financial services administration, with a strong focus on compliance and regulatory requirements.

Key Responsibilities:

  • Monitor administrative activities to ensure compliance with FCA regulations and company policies.
  • Manage and safeguard data integrity across client management systems.
  • Act as a point of escalation for complex administrative queries from clients and financial advisers.
  • Collaborate closely with financial advisers to support a seamless client journey.

Requirements:

  • Proven experience in financial services administration, with a focus on compliance and regulatory requirements.
  • Extensive knowledge of IFA operations, platforms, and compliance requirements.
  • Proficiency in Intelligent Office and provider platforms (e.g., Aegon, Aviva).
  • Strong organisational skills and meticulous attention to detail.
  • Excellent communication and interpersonal skills.

Benefits:

  • Competitive salary
  • Pension scheme
  • Death in service benefit
  • 25 days holiday plus bank holidays
  • Expensed travel
  • Support for professional development and training


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