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Permanent

IFA Administrator

Preston
money-bag 27000.00-27000.00 Annual
3085439516
Posted Today

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Senior IFA Administrator / Junior ParaplannerLocation:PrestonSalary:£27,000 - £35,000 per year (dependent on qualifications and experience)Why Join Us?Join a small, dynamic financial advisory team where your work is valued and visibleClear opportunities for professional development and career progressionSupport for further qualifications, including study and exam costsWork in a collaborative, friendly environment with a strong team cultureBenefits:25 days annual leave plus bank holidaysCompany pension schemeOffice-based roleAbout the Company:We are a small, reputable IFA practice delivering high-quality financial advice. The team is highly collaborative, supportive, and committed to client service excellence. With opportunities to learn and progress, this is an ideal environment for someone looking to grow their financial services career.Key Responsibilities:Produce professional suitability reports tailored to individual clientsPrepare meeting packs and files for appointmentsConduct product, provider, and fund researchAssist administrators during busy periods and work collaboratively in a teamGeneral administration tasks, including:Submitting new business applicationsProducing quotationsLiaising with providers and clientsChasing outstanding pipeline cases and feesAny other ad-hoc administrative duties as requiredWhat We''re Looking For:Minimum 2 years'' experience in Financial Services (IFA/paraplannin

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