Templegate Recruitment is seeking an IFA Administrator for the New Business Team in Colchester (office based). You will be processing new business applications, handling pension and ISA transfers, and coordinating with clients and providers to move cases through from initiation to completion.
The role requires at least 2 years' experience in an IFA or wealth management setting, excellent attention to detail and the ability to work collaboratively in a busy office.
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New Business IFA Administrator - Pensions & Investments in Great Bentley 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.
