TEMPLEGATE RECRUITMENT LIMITED | IFA Administration Manager | ashford district

4 days ago


ashford district, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: IFAAdministrationManager
Location:Ashford
Starting Salary:£40k+

Company Benefits:

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

About the Role:
Our client isseeking a skilled and proactive IFA Administrator Manager to lead theiradministration 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 maintaining high standards of compliance and efficiency.

Day-to-Day 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.
Minimum Requirements:
  • Proven experience in financial services administration, with previous experience managing a team.
  • In-depth 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.
  • Ability to work under pressure and prioritise competing demands effectively.
Preferred Qualifications:
  • Diploma in Financial Planning or equivalent (or working towards it).
  • Previous experience in a client-facing role within financial services.

How to Apply:
Apply today to be considered for thisopportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate.

JBRP1_UKTJ



  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €40,000

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Competitive salary ~ Pension scheme. ~ 25 days holiday plus bank holidays. ~ Expensed travel. ~ Support for professional development and training. Our client isseeking a skilled and proactive IFA Administrator Manager to lead theiradministration team in supporting financial advisers...


  • Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €40,000

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFAAdministrationManager Location:Ashford Starting Salary:£40k+ Company Benefits: Competitive salary Pension scheme. Death in service benefit. 25 days holiday plus bank holidays. Expensed travel. Support for professional development and training. About the Role: Our client...


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

    TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: IFAAdministrationManagerLocation:AshfordStarting Salary:£40k+Company Benefits:Competitive salaryPension scheme.Death in service benefit.25 days holiday plus bank holidays.Expensed travel.Support for professional development and training.About the Role:Our client isseeking a skilled and...


  • 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

    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, United Kingdom Blakemore Recruitment Full time

    Role - Sales Support Administrator Salary - £35,000 Location - Ashford We are recruiting for our Wealth Management client who are seeking an experienced administrator with great IT skills and demonstrable problem solving abilities for their busy Ashford office. The job entails all aspects of financial services administration. You will join a team of 12...


  • 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 TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Overview:We are seeking a highly motivated Administrative Support Specialist to join our team in Ashford. As an integral part of our administration team, you will provide administrative support to our financial advisers and deliver exceptional service to clients. The successful candidate will possess strong experience in financial services...


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

    About the OpportunityWe are seeking an experienced Financial Services Administrator to lead our team in Ashford. The ideal candidate will have a strong background in financial services and excellent administrative skills.Key Responsibilities:Provide administrative support to the team, ensuring smooth day-to-day operations.Maintain accurate records and files,...

  • Payroll Specialist

    1 week ago


    Ashford, Kent, United Kingdom TPF Recruitment Full time

    Job SummaryA Payroll Administrator is sought by TPF Recruitment to join an esteemed firm of chartered accountants based in Ashford. As a pivotal payroll role, you will work alongside the payroll manager, servicing a client portfolio with excellent future prospects for progression.


  • Ashford, Kent, United Kingdom Octane Recruitment Full time €34,961 - €40,000

    Job Description Vehicle Technician Vacancy - Ashford Salary: £34,961 Basic OTE £40,000 and company benefits Working hours: Monday to Friday, 8.00am - 5.00pm 1 in 2 Saturdays, 8am - 1.00pm - full time, permanent position OC18290 We have a new vacancy for a Service Technician for my client's dealership in Ashford. Excellent opportunity for a Vehicle...

  • Paraplanner - Ashford

    6 months ago


    Ashford, United Kingdom Blakemore Recruitment Full time

    Role - Paraplanner Salary - £50,000 Location - Ashford We are recruiting for our Wealth Management client who are seeking an experienced Paraplanner to join their busy Ashford office. The job entails all aspects of paraplanner support for our growing team of 16 Financial Advisers. Do yo have: At least three years financial services experience A high...


  • Ashford, United Kingdom Nurseplus Full time

    **Recruitment Administrator** **Location**: Ashford **Job Type**: Full Time Permanent (Office Based) **Salary**: £22,000 + Profit Share Bonus Scheme **Job Ref**: ASHFORD/RA/99 Here at Nurseplus, we are currently looking to hire a Recruitment Administrator for our office in Ashford. Nurseplus is a temporary healthcare recruitment agency, focusing on the...


  • Ashford, Kent, United Kingdom G2 Legal Limited Full time

    Ashford Office Senior Conveyancing PositionG2 Legal Limited is seeking a highly experienced Senior Commercial Property Solicitor to join its Ashford office. This role involves managing a high-volume caseload of commercial property files, advising on commercial leases, and developing strong relationships with clients.Key Responsibilities:Manage a busy...


  • Ashford, United Kingdom Ashford & St. Peter's Hospitals NHS Foundation Trust Full time

    Job summary This is an exciting opportunity to join our Outpatient Physiotherapy Admin Team in Ashford Hospital as a part time B3 Clinical Office Administrator. This a newly developed post required to support two new initiatives - the expansion of Theatres at Ashford Hospital and the development of the Community Diagnostic Centre at Woking Hospital ...

  • Care Assistant

    6 months ago


    Ashford, United Kingdom Caremark Ashford & Shepway Full time

    **WE DO NOT PROVIDE SPONSORSHIP** **DRIVING LICENSE REQUIRED** Do you want to take the next step in your career? Would you like to be an important and valued member of the community? If 'Yes' to the above our wonderful team at '**Caremark Ashford and Shepway**' would love to hear from you!! As a Caremark Care Assistant, your role will include, but not...


  • Ashford, United Kingdom Caremark Ashford & Shepway Full time

    **WE DO NOT PROVIDE SPONSORSHIP** **DRIVING LICENSE REQUIRED** Do you want to take the next step in your career? Would you like to be an important and valued member of the community? If 'Yes' to the above our wonderful team at '**Caremark Ashford and Shepway**' would love to hear from you!! As a Caremark Care Assistant, your role will include, but not...

  • Bookkeeper

    5 months ago


    Ashford, United Kingdom Ashford Full time

    We are an independently owned business established in 1997, based in Ashford, Kent, specialising in sourcing, importing, and selling real French food online. We seek an experienced bookkeeper with an AAT level 4 or equivalent, and at least 3+ years’ experience in bookkeeping in the e-commerce sector to join our team. The suitable applicant will be solely...

  • Health Club Manager

    4 weeks ago


    Ashford, Kent, United Kingdom Ashford International Hotel & Spa Full time

    Award-Winning Health Club OpportunityWe are seeking a highly motivated and experienced Health Club Manager to lead our leisure facilities at Ashford International Hotel & Spa, a 4* hotel located in Kent, just a short distance from London.About the RoleYou will be responsible for managing all aspects of the health club, including driving membership, ensuring...


  • Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to support our Wealth Management client in Ashford.The ideal candidate will have at least three years of experience in financial services and a high level of computer literacy.Key Responsibilities:Paraplanning for qualified advisersProduct and solution researchReport writing and reviewReport template designAdministration...