IFA Operations Lead
6 days ago
**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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