Full job descriptionTemplegate Recruitment
Specialist Recruiters in Financial Services
Job Title:
IFA Administrator
Location:
Chelmsford
Salary:
£29,000 - £34,000 (Dependent on Experience) + Bonus
Benefits:
*Performance-related bonus
*Hybrid working (minimum 3 days per week in the office)
*Part-time applicants considered
*On-site parking
*Ongoing training and professional development
*Clear career progression into Paraplanning or Financial Advice
*Supportive and collaborative team environment
About the Company:
Templegate Recruitment is delighted to be working with a well-established and growing independent financial planning firm based in Chelmsford.
This is an excellent opportunity for an experienced IFA Administrator to join a friendly and professional team. The successful candidate will play a vital role in supporting advisers and paraplanners, ensuring clients receive an efficient, compliant and first-class service. The company is committed to developing its staff and offers genuine long-term career progression opportunities.
Key Responsibilities:
*Process client instructions accurately and efficiently, including non-advised transactions.
*Manage day-to-day client enquiries in a professional and timely manner.
*Prepare and issue client correspondence, documentation and communications.
*Maintain accurate and up-to-date client records using Intelliflo and other internal systems.
*Prepare and submit new business applications, ensuring all documentation is complete and compliant.
*Monitor applications through to completion, resolving any issues that arise.
*Liaise with providers and investment platforms to obtain valuations, illustrations and policy information.
*Chase providers for outstanding requirements and application updates.
*Prepare annual review packs and supporting documentation.
*Coordinate review schedules and maintain accurate diary management.
*Ensure client files meet FCA and internal compliance standards.
*Support AML processes and maintain audit-ready records.
*Build strong working relationships with advisers, paraplanners, providers and clients.
*Provide high levels of administrative support to ensure a seamless client experience.
What We’re Looking For:
*Minimum of 2 years’ experience working within an IFA or Financial Planning environment.
*Previous experience in an IFA Administration role.
*Strong knowledge of pensions, investments and protection products.
*Experience using Intelliflo or similar financial planning back-office systems.
*Familiarity with platforms such as Quilter, Transact or similar.
*Excellent organisational skills with exceptional attention to detail.
*Strong written and verbal communication skills.
*Ability to prioritise workload and manage multiple tasks effectively.
*Good understanding of FCA regulations, compliance and AML requirements.
*A proactive, positive and team-focused approach.
Desirable Skills:
*Experience working with leading investment platforms including Quilter and Transact.
*Knowledge of FCA regulatory requirements and financial planning processes.
*Confidence liaising with providers, advisers and clients.
*Ambition to progress into a Paraplanning or Adviser role in the future.
How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.