TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title:
IFA Administrator
Location:
Harrogate
Benefits:
27 days’ holiday per annum (pro-rata for part-time) + statutory holidays Group pension scheme 2x DIS (Death in Service) cover Free on-site parking
Salary:
£32,000 ~ £36,000 Depending on qualifications and experience.
Role Overview:
Our client is seeking an experienced Financial Services Administrator with a minimum of 2 years’ experience in the Financial Services industry. Ideally, you’ll have worked in a similar role within an IFA/Financial Advisory environment and possess strong knowledge of investment products, pensions, SIPPs, and SSASs.
What Your Day to Day Duties Will Include:
As a key part of the team, you will support Advisers and Financial Planners by: Liaising with policy providers Updating and maintaining client records Processing new business applications, fund switches, income/withdrawal requests Monitoring processes to ensure timely completion
What is Needed to Be Considered For This Role: Strong communication and numeracy skills Knowledge of investment products, pensions, SIPPs, and SSASs Experience in a similar role within Financial Services or IFA environments Familiarity with Xplan (preferred but not essential) A collaborative, team-oriented approach
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
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Financial Services Specialist Recruiters
Job Title:
IFA Administrator
Location:
Harrogate
Benefits:
27 days’ holiday per annum (pro-rata for part-time) + statutory holidays Group pension scheme 2x DIS (Death in Service) cover Free on-site parking
Salary:
£32,000 ~ £36,000 Depending on qualifications and experience.
Role Overview:
Our client is seeking an experienced Financial Services Administrator with a minimum of 2 years’ experience in the Financial Services industry. Ideally, you’ll have worked in a similar role within an IFA/Financial Advisory environment and possess strong knowledge of investment products, pensions, SIPPs, and SSASs.
What Your Day to Day Duties Will Include:
As a key part of the team, you will support Advisers and Financial Planners by: Liaising with policy providers Updating and maintaining client records Processing new business applications, fund switches, income/withdrawal requests Monitoring processes to ensure timely completion
What is Needed to Be Considered For This Role: Strong communication and numeracy skills Knowledge of investment products, pensions, SIPPs, and SSASs Experience in a similar role within Financial Services or IFA environments Familiarity with Xplan (preferred but not essential) A collaborative, team-oriented approach
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
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