Templegate Recruitment in Colchester is seeking an IFA Administrator for the New Business Team. You will handle new business applications, pension and ISA transfers, and trust/inheritance tax cases in a fast-paced wealth management environment.
The role requires a minimum of 2 years’ experience in IFA/wealth management, strong attention to detail, and reliable teamwork. On-site role with a supportive team and clear progression paths.
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Dynamic IFA New Business Administrator in Essex employer: TEMPLEGATE RECRUITMENT
Templegate Recruitment is an excellent employer for Mortgage Advisers, offering a hybrid working model that promotes work-life balance and flexibility. With a supportive work culture that prioritises employee growth and development, team members benefit from ongoing training and access to a network of industry professionals. Located in Essex, employees enjoy the vibrant local community while having the option to work from home or in co-working spaces, making it an ideal environment for those seeking meaningful and rewarding employment.
