Templegate Recruitment is seeking an experienced IFA Administrator in Chorley for a hybrid role that combines home and office working. You will support Financial Advisers and clients, process applications, and maintain CRM records to ensure efficient service delivery.
The role requires knowledge of pensions and investments, strong organisational skills, and a commitment to client-focused service within a regulated financial planning environment.
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IFA Administrator β Client Services & Compliance (Hybrid) 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.