IFA Administrator

TEMPLEGATE RECRUITMENT; Great Bentley; On-site; GBP 30,000 - 34,000; Full time

Benefits offered by this job

23 days holiday

Bank holidays enhanced to 25

Christmas closure

Death in Service

Income Protection

Pension scheme

Parking

Team environment

Training & exam support

Job summary

Templegate Recruitment is seeking an IFA Administrator for the New Business Team in Colchester (office based). You will be processing new business applications, handling pension and ISA transfers, and coordinating with clients and providers to move cases through from initiation to completion.

The role requires at least 2 years' experience in an IFA or wealth management setting, excellent attention to detail and the ability to work collaboratively in a busy office.

Qualifications

• Excellent attention to detail and strong organisational skills.
• Confident communicator with strong relationship-building abilities.
• Team player who thrives in a collaborative, supportive office environment.
• Minimum 2 years' experience within an IFA or wealth management environment (essential).

Responsibilities

• Processing new business applications for new and existing clients.
• Managing pension and ISA transfers from initiation through to completion.
• Handling trust applications and inheritance tax planning cases.
• Processing tax wrapper switches, withdrawals, and fund movements.
• Setting up pension income and investment income arrangements.
• Managing Letters of Authority and annuity applications.
• Submitting applications accurately across provider and internal systems.
• Tracking cases through to completion and providing regular updates.
• Liaising with clients and providers to resolve queries.
• Using Intelligent Office as the core CRM/database system.
• Working across platforms including Aberdeen, Fidelity, Quilter and others.
• Coordinating client payments and processing fund withdrawals.

Skills

Attention to detail

Organisational skills

Communication skills

Team player

Reliability

Tools

Intelligent Office

Aberdeen

Fidelity

Quilter

Job description

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: IFA Administrator - New Business Team

Location: Colchester (Office Based)

Salary: £30,000 - £33,500 (Dependent on experience)

Benefits:

• 23 days holiday + bank holidays (increasing to 25 days after 5 years' service)
• Additional office closure over Christmas (extra days given, not taken from holiday allowance)
• Death in Service policy
• Income Protection (after qualifying period)
• Workplace pension scheme
• Parking provided / parking costs covered where available
• Friendly, close-knit and supportive team environment
• Training and exam support available for long-term development

About the Company:

A well-established and highly regarded Independent Financial Advisory (IFA) firm based in Colchester is continuing to expand its new business function due to increasing levels of business activity.

The business is known for delivering high-quality wealth management services and maintaining strong, long-term client relationships. The environment is collaborative, supportive, and fast paced, with a strong emphasis on accuracy, teamwork, and seeing cases through from start to finish.

The role has been created to support continued growth within the new business team. The business is also developing internal progression routes, with existing team members progressing into paraplanning roles, creating the need for additional support within the team.

Key Responsibilities:

• Processing new business applications for new and existing clients
• Managing pension and ISA transfers from initiation through to completion
• Handling trust applications and inheritance tax planning cases
• Processing tax wrapper switches, withdrawals, and fund movements
• Setting up pension income and investment income arrangements
• Managing Letters of Authority and annuity applications
• Submitting applications accurately across provider and internal systems
• Tracking cases through to completion and providing regular updates
• Liaising with clients and providers to resolve queries
• Using Intelligent Office as the core CRM/database system
• Working across platforms including Aberdeen, Fidelity, Quilter and others
• Coordinating client payments and processing fund withdrawals

What We're Looking For:

• Minimum 2 years' experience within an IFA or wealth management environment (essential)
• Strong experience in new business processing across pensions, investments, and related financial products
• Proven ability to manage cases end-to-end
• Excellent attention to detail and strong organisational skills
• Confident communicator with strong relationship-building abilities
• Team player who thrives in a collaborative, supportive office environment
• Reliable and committed individual seeking a long-term role

Desirable Skills:

• Experience using Intelligent Office (IO)
• Familiarity with platforms such as Aberdeen, Fidelity, Quilter or similar
• Knowledge of ISA, pension transfer, and retirement income processes
• Exposure to trust and/or inheritance tax related cases