IFA Administratorat TEMPLEGATE RECRUITMENT LIMITED
TTEMPLEGATE RECRUITMENT LIMITEDDerby
DerbyFull timeOn-sitePermanent
annual salary£30,000 – £35,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Templegate Recruitment as an IFA Administrator in Derby and play a key role in supporting financial planners. With a competitive salary and hybrid working options, this is your chance to thrive in a dynamic financial services environment.
what you'll get
pension schemeSecure your future with our pension plan.
generous holiday33 days holiday including Bank Holidays.
flexible hoursWork-life balance with flexible working options.
what you'll be doing
1Client SupportAssist financial advisors with client inquiries and documentation.
2Data ManagementMaintain and update client records with precision and care.
3Report PreparationPrepare essential reports for financial planning meetings.
4LiaisonCommunicate effectively with clients and providers to ensure seamless service.
what you'll need
experienceRelevant experience preferred
hoursFull time
startASAP
Attention to detailOrganisational skillsCommunicationFinancial knowledgeIT proficiency
TEMPLEGATE RECRUITMENT LIMITED is hiring a IFA Administrator in Nottingham. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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