At a Glance
- Tasks: Provide top-notch admin support to financial advisers and manage client data.
- Company: Join a well-established financial advisory firm with a supportive team.
- Benefits: Enjoy competitive salary, pension scheme, private medical insurance, and generous holiday.
- Other info: Experience a dynamic work environment with ongoing training and bi-annual company trips.
- Why this job: Be part of a stable, long-term opportunity with real career progression.
- Qualifications: 2+ years in financial services admin and strong product knowledge required.
The predicted salary is between 30000 - 40000 £ per year.
Templegate Recruitment is seeking an experienced Financial Administrator to join a well-established financial advisory firm in 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.
Administrator - Independent Financial Adviser (Ifa) in Southampton employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a competitive salary and a comprehensive benefits package that includes a pension scheme, private medical insurance, and generous holiday allowances. The Kingsley office fosters a supportive and collaborative work culture, providing ongoing training and development opportunities for employees to grow within the financial services sector. With bi-annual company trips abroad and a focus on professional progression, this role presents a meaningful opportunity for those looking to thrive in a stable and rewarding environment.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
