At a Glance
- Tasks: Support financial advisers with admin tasks and client documentation in a dynamic environment.
- Company: Join a supportive independent financial advice consultancy focused on client relationships.
- Benefits: Enjoy 25 days leave, private medical insurance, and hybrid working options.
- Other info: Great opportunity for professional development and career growth in a close-knit team.
- Why this job: Kickstart your career in finance while making a real impact on clients' financial journeys.
- Qualifications: Experience in admin roles and a strong understanding of financial products is essential.
The predicted salary is between 28000 - 32000 £ per year.
Location: Croydon (Hybrid working available 2/3 days in the office per week following probation)
Salary: £28,000 - £32,000 DOE
Benefits:
- 25 days annual leave plus bank holidays
- Additional day off for your birthday
- Private medical insurance (Bupa) after 3 months
- Discretionary bonus
- Hybrid working model (post-probation)
- Support for professional development and industry exams (if applicable)
About the Company:
Our client is an independent financial advice and employee benefits consultancy. They provide tailored financial planning solutions to both individual and corporate clients. The business specialises in delivering high-quality financial advice across wealth management, pensions, investments, protection, and corporate financial solutions. They pride themselves on a supportive, close-knit team culture with a strong focus on client service and long-term relationships.
Key Responsibilities:
- Provide administrative support to Financial Advisers working with high-net-worth and complex clients
- Communicate with product providers to obtain valuations, policy information, and documentation
- Complete, check, and input client data accurately using Intelligent Office (IO) CRM system
- Maintain accurate and up-to-date client records at all times
- Prepare, check, and submit new business applications to providers
- Support the preparation of client review packs, reports, letters, and presentations
- Liaise with paraplanners and advisers to ensure all required documentation is in place
- Handle incoming and outgoing correspondence including emails, calls, and post
- Arrange meetings and manage diaries/meeting rooms where required
- Print, bind, and distribute client documentation
- Ensure full compliance with AML, FCA regulations, data protection, and internal processes
What We're Looking For:
- Previous experience in an administrative role within financial services or an IFA environment
- Strong understanding of financial products including pensions, investments, and protection
- Confident using Intelligent Office (IO) - essential
- Excellent organisational skills with a high level of attention to detail
- Strong written and verbal communication skills
- Good numeracy and literacy skills
- Ability to manage multiple tasks and work effectively under pressure
- Positive, professional, and team-oriented attitude
- Ability to build strong relationships with colleagues, clients, and providers
- Honest, trustworthy, and demonstrates high professional integrity
Desirable Skills:
- Experience working within an IFA or wealth management firm
- Familiarity with FCA regulations, AML requirements, and compliance processes
- Experience using Microsoft Word, Excel, and Outlook
- Exposure to high-net-worth or complex financial planning cases
- Career administrator background within financial services
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.
Locations
IFA Administrator in Croydon, Surrey employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a supportive and close-knit team culture in Croydon, where you can thrive as an IFA Administrator. With benefits like hybrid working, private medical insurance, and a focus on professional development, employees are encouraged to grow their careers while enjoying a healthy work-life balance. The company’s commitment to high-quality client service and long-term relationships makes it a rewarding place to contribute your skills and expertise.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Croydon, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Templegate. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their approach to client service and be ready to discuss how your skills align with their values. We want you to shine!
✨Tip Number 3
Practice common interview questions related to the IFA Administrator role. Think about your previous experiences and how they relate to the responsibilities listed in the job description. Confidence is key!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace IFA Administrator in Croydon, Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the IFA Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you fit into our team!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use examples from your past roles to show how you've successfully managed tasks similar to those mentioned in the job description. This helps us see your potential.
Keep It Professional:While we love a friendly tone, remember to keep your application professional. Use clear language and check for any typos or errors. A polished application shows us you pay attention to detail!
Apply Through Our Website:We encourage you to apply through our website for the best chance of being noticed. It’s straightforward and ensures your application goes directly to us. We can’t wait to hear from you!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and protection. Being able to discuss these confidently will show that you understand the industry and can support the Financial Advisers effectively.
✨Familiarise Yourself with Intelligent Office (IO)
Since experience with the Intelligent Office CRM system is essential, take some time to explore its features. If you can demonstrate familiarity during the interview, it’ll give you a leg up and show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
Prepare examples from your past roles where you successfully managed multiple tasks or projects. Highlighting your organisational skills and attention to detail will resonate well, especially since the role involves maintaining accurate client records and handling various administrative tasks.
✨Emphasise Teamwork and Communication
This role requires liaising with paraplanners, advisers, and clients, so be ready to discuss how you've built strong relationships in previous positions. Share specific instances where your communication skills made a difference, as this will align with their focus on a supportive team culture.
