IFA Administrator – Client Services & Compliance (Hybrid)

TEMPLEGATE RECRUITMENT; Lancashire; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Pension contribution 4% with salary, 4

28 days annual leave + Bank Holidays

Option to purchase extra leave

Group Life Cover (4 x salary)

Rolling sick pay

Training and development

Career progression opportunities

Job summary

Templegate Recruitment is seeking an experienced IFA Administrator in Chorley for a hybrid role that combines home and office working. You will support Financial Advisers and clients, process applications, and maintain CRM records to ensure efficient service delivery.

The role requires knowledge of pensions and investments, strong organisational skills, and a commitment to client-focused service within a regulated financial planning environment.

Qualifications

• GCSE English and Maths at grade 4/C or equivalent.
• Experience as an IFA Administrator in financial planning or wealth management.
• Knowledge of pensions, investments, protection and financial planning products.
• Experience using CRM and back-office systems.
• Understanding of the UK financial services regulatory framework.
• Excellent written and verbal communication.
• Strong organisational and administrative skills.
• Ability to manage workloads and prioritise tasks.
• Commitment to delivering outstanding client service.

Responsibilities

• Provide high-quality administrative support to Financial Advisers and clients.
• Process new business applications, fund switches, withdrawals, and policy servicing requests.
• Maintain accurate client records and update CRM systems.
• Prepare client documentation and ensure suitability packs are issued promptly.
• Liaise with providers, clients, and advisers to progress cases efficiently.
• Handle enquiries by telephone, email, and written correspondence.
• Support advisers with pre- and post-meeting administration.
• Obtain policy information and illustrations from product providers.
• Monitor and chase outstanding business to completion.
• Ensure compliance with FCA regulations and data protection policies.

Skills

Communication skills

Organisational skills

Attention to detail

IFA admin experience

CRM knowledge

MS Office

Education

GCSE English & Maths

Financial planning qualification (desirable)

Tools

CRM software

Back-office systems

MS Office Suite

Job description

Templegate Recruitment is seeking an experienced IFA Administrator in Chorley for a hybrid role that combines home and office working. You will support Financial Advisers and clients, process applications, and maintain CRM records to ensure efficient service delivery.

The role requires knowledge of pensions and investments, strong organisational skills, and a commitment to client-focused service within a regulated financial planning environment.