At a Glance
- Tasks: Provide top-notch admin support to financial advisers and manage client data efficiently.
- Company: Join a well-established financial advisory firm with a supportive team.
- Benefits: Enjoy a competitive salary, pension scheme, private medical insurance, and generous holiday.
- Other info: Experience exciting company trips and ongoing training in a professional environment.
- Why this job: Be part of a stable, long-term opportunity with great career progression in finance.
- Qualifications: 2+ years in financial services admin and strong knowledge of financial products required.
The predicted salary is between 30000 - 40000 £ per year.
Templegate Recruitment is a specialist recruiter in financial services. We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service.
This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration.
- Providing comprehensive administrative support to a team of financial advisers
- Processing new business applications across pensions, investments, and protection products
- Using Intelligent Office (IO) to manage workflows, client data, and administration tasks
- Monitoring cases through to completion, ensuring timely progression
Requirements:
- Minimum of 2 years experience in a financial services administration role (IFA or wealth management)
- Strong understanding of financial products including pensions, investments, and protection
- Experience using Intelligent Office (IO)
- Must be able to work fully office based (non-negotiable)
- Exposure to fund switches, rebalancing, and risk profiling
Benefits include a competitive salary, pension scheme, private medical insurance, approximately 26 days holiday plus bank holidays, on-site parking, bi-annual company trips abroad (with alternate UK-based trips in other years), and ongoing training and development opportunities.
Admin - Independent Financial Adviser (Ifa) in Southampton employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a supportive and collaborative work environment in their Kingsley office. With competitive salaries, comprehensive benefits including private medical insurance and generous holiday allowances, as well as ongoing training and development opportunities, employees can thrive both personally and professionally. The company also fosters a strong team spirit through bi-annual trips abroad and UK-based events, making it a rewarding place to build a career in financial services administration.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
