At a Glance
- Tasks: Support financial advisers with admin tasks and client management in a dynamic team.
- Company: Join a well-established financial advisory firm with a supportive culture.
- Benefits: Enjoy competitive salary, pension scheme, private medical insurance, and 26 days holiday.
- Other info: Opportunity for ongoing training, bi-annual trips abroad, and progression towards paraplanning.
- Why this job: Gain valuable experience in financial services and develop your career in a professional environment.
- Qualifications: 2+ years in financial services admin and strong understanding of financial products required.
The predicted salary is between 30000 - 35000 £ per year.
Location: Kingsley Office (Office based)
Salary: £30,000 - £35,000, dependent on experience
Benefits:
- Competitive salary
- Pension scheme
- Death in Service cover
- Income Protection
- Private Medical Insurance
- Approximately 26 days holiday plus bank holidays
- Fully funded professional exams
- On-site parking
- Bi-annual company trips abroad (with alternate UK-based trips in other years)
- Ongoing training and development opportunities
About the Company:
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.
Key Responsibilities:
- Providing comprehensive administrative support to a team of financial advisers
- Processing new business applications across pensions, investments, and protection products
- Managing client records and ensuring all documentation is accurate and up to date
- Using Intelligent Office (IO) to manage workflows, client data, and administration tasks
- Liaising with product providers such as Fidelity, Aviva, and Quilter
- Processing contributions, withdrawals, fund switches, and fee calculations
- Preparing client review packs and supporting documentation
- Monitoring cases through to completion, ensuring timely progression
- Handling client and provider queries in a professional and efficient manner
- Supporting compliance with FCA regulations and internal procedures
- Assisting the wider administration team where required
What We're Looking For:
- 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)
- Strong organisational skills with excellent attention to detail
- Confident communication skills, both written and verbal
- Ability to manage workload effectively and prioritise tasks
- A proactive, self-motivated approach
- Strong team player with a professional attitude
- Must be able to work fully office based (non-negotiable)
Desirable Skills:
- Experience working with provider platforms such as Fidelity, Aviva, and Quilter
- Exposure to fund switches, rebalancing, and risk profiling
- Knowledge of FCA compliance processes within an advisory environment
- Interest in progressing towards paraplanning or further technical development
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 Southampton employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a competitive salary and a comprehensive benefits package that includes private medical insurance, a pension scheme, and generous holiday allowances. The Kingsley office fosters a supportive and collaborative work culture, providing ongoing training and development opportunities, as well as the chance to participate in bi-annual company trips abroad, making it an ideal environment for those looking to grow within the financial services sector.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
