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- Tasks: Produce tailored reports, conduct research, and support a dynamic financial advisory team.
- Company: Join a reputable IFA practice with a collaborative and supportive culture.
- Benefits: Enjoy 25 days annual leave, a pension scheme, and opportunities for professional development.
- Other info: Ideal for those keen to learn and grow in a friendly, team-oriented environment.
- Why this job: Make your mark in a growing financial services career with clear progression paths.
- Qualifications: 2 years experience in Financial Services and strong knowledge of financial products required.
The predicted salary is between 27000 - 35000 £ per year.
Location: Preston
Salary: £27,000 - £35,000 per year (dependent on qualifications & experience)
Why Join Us?
- Join a small, dynamic financial advisory team where your work is valued and visible
- Clear opportunities for professional development and career progression
- Support for further qualifications, including study and exam costs
- Work in a collaborative, friendly environment with a strong team culture
Benefits:
- 25 days annual leave plus bank holidays
- Company pension scheme
- Office-based role
About the Company:
We are a small, reputable IFA practice delivering high-quality financial advice. The team is highly collaborative, supportive, and committed to client service excellence. With opportunities to learn and progress, this is an ideal environment for someone looking to grow their financial services career.
Key Responsibilities:
- Produce professional suitability reports tailored to individual clients
- Prepare meeting packs and files for appointments
- Conduct product, provider, and fund research
- Assist administrators during busy periods and work collaboratively in a team
- General administration tasks, including:
- Submitting new business applications
- Producing quotations
- Liaising with providers and clients
- Chasing outstanding pipeline cases and fees
- Any other ad-hoc administrative duties as required
What We're Looking For:
- Minimum 2 years experience in Financial Services (IFA/paraplanning environment preferred)
- Strong knowledge of Pensions, Investments, ISAs, and Protection products
- Excellent communication and organisational skills
- Ability to prioritise workload, meet deadlines, and take ownership of tasks
- Part-qualified or working towards Level 4 Diploma; keen to progress further
Desirable Skills:
- Experience using Intelligent Office and Selectapension
- Previous paraplanning or senior admin experience within an IFA practice
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Administrator in Blackburn employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Blackburn
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to a great role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to your experience in financial services. Be ready to showcase your knowledge of pensions, investments, and ISAs, as these are key areas for the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from candidates who are excited about joining our dynamic team.
We think you need these skills to ace IFA Administrator in Blackburn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your knowledge of Pensions, Investments, ISAs, and Protection products to show us you're a great fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you want to join our team. Share your passion for financial services and how your previous experience aligns with the responsibilities listed in the job description.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use professional language but keep it friendly – we love a bit of personality!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, ISAs, and protection products. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Tailor Your Examples
Prepare specific examples from your past experience that demonstrate your organisational skills and ability to prioritise tasks. Relate these back to the responsibilities listed in the job description to make a strong connection.
✨Show Your Team Spirit
Since the company values collaboration, be ready to share instances where you've worked effectively in a team. Highlight how you’ve supported colleagues during busy periods or contributed to a positive team culture.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client service excellence and professional development opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.