At a Glance
- Tasks: Provide top-notch admin support to financial advisers and ensure client satisfaction.
- Company: Join a rapidly growing wealth management firm with a supportive culture.
- Benefits: Competitive salary, pension contributions, private medical insurance, and generous holiday allowance.
- Other info: Enjoy career progression opportunities and a one-month sabbatical after five years.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA administration and strong organisational skills are essential.
The predicted salary is between 28000 - 35000 £ per year.
Location: Southport (office-based)
Salary & Benefits:
- Competitive salary £28,000 TO £35,000 DOE
- 5% employer pension contribution + NI repayment
- 10x salary death in service cover
- Private medical insurance & cash plan
- 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)
- 9-day working fortnight
- One-month paid sabbatical after 5 years service
- Company-funded exam support for one qualification
About the Company:
A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.
Role Overview:
As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.
Key responsibilities include:
- Preparing and processing client documentation with accuracy and compliance.
- Maintaining client records on the back-office system (Plannr).
- Producing reports, valuations, and review packs.
- Liaising with clients, providers, and internal teams.
- Assisting with the smooth running of adviser support functions.
Required Skills & Experience:
- Previous experience in IFA or financial planning administration (essential).
- Strong knowledge of wealth management products and processes.
- High level of accuracy and attention to detail.
- Excellent organisational and time-management skills.
- Confident communicator, able to liaise effectively with advisers, clients, and providers.
- Proficient IT skills; experience with back-office systems (Plannr desirable).
- Ability to work independently and as part of a team.
How to Apply:
If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.
Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Administrator in Southport employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a competitive salary and a comprehensive benefits package that includes a generous pension contribution, private medical insurance, and a unique 9-day working fortnight. The collaborative and supportive culture fosters employee growth through company-funded exam support and opportunities for career progression, making it an ideal workplace for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Southport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Since Templegate Recruitment values collaboration and support, think about how your experience aligns with that. Be ready to share examples of how you've contributed to team success in previous roles.
✨Tip Number 3
Practice your communication skills! As an Advisor Support Administrator, you'll need to liaise effectively with advisers and clients. Consider doing mock interviews with friends or family to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining a rapidly growing wealth management business like Templegate.
We think you need these skills to ace IFA Administrator in Southport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Advisor Support Administrator role. Highlight your previous experience in IFA or financial planning administration, and don’t forget to showcase your knowledge of wealth management products!
Show Off Your Skills:We want to see your organisational and time-management skills shine through. Use specific examples in your application that demonstrate how you've successfully managed tasks in a busy environment.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read, so avoid fluff and get straight to the important stuff!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management products and processes. Being able to discuss these confidently will show that you're not just familiar with the role but also genuinely interested in the industry.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your administrative skills, especially in IFA or financial planning. Think about times when you maintained client records or produced reports accurately and efficiently.
✨Practice Your Communication Skills
Since you'll be liaising with clients and advisers, practice articulating your thoughts clearly. You might want to do a mock interview with a friend to get comfortable with discussing your experience and answering common interview questions.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture or the team you'll be working with. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
