IFA Administrator in Oxford

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: IFA Administrator

Location:Summertown, Oxford (Office-based)

Benefits:

• 25 days annual leave plus bank holidays

• Additional holiday entitlement: +1 day for every full year of service (up to 30 days)

• Extra day off for your birthday (if it falls on a working day)

• Annual Mental Health Day

• 7% pension contribution

Salary:£26,000 £30,000 per annum, depending on experience

About the Role:

We are looking for an organised and proactive Financial Services Administrator to join a small but growing financial planning team based in Summertown, Oxford. This is a key support role providing day-to-day administrative assistance to financial advisers and paraplanners, ensuring a smooth and compliant client journey.

Youll be working in a busy, professional environment with scope to progress into paraplanning or other roles over time.

Key Responsibilities:

• Processing new business applications and client documentation accurately and efficiently

• Preparing meeting packs and client correspondence

• Liaising with product providers, clients, and other third parties to obtain policy information and updates

• Maintaining and updating client records

• Supporting the team with daily administrative tasks, including diary and workflow management

• Ensuring compliance with regulatory and internal procedures

Requirements:

• Ideally 2+ years experience in a financial planning or wealth management firm

• Excellent organisational, communication, and multitasking skills

• High level of computer literacy and data accuracy

• A can-do attitude and willingness to learn and take ownership of tasks

To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we\’ll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.

Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven\’t heard from us within 7 days, please assume that your application for the role has not been successful.