IFA Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Senior IFA Administrator / Junior Paraplanner

Location:

Preston

Salary:

£27,000 - £35,000 per year (dependent on qualifications & experience)

• Join a small, dynamic financial advisory team where your work is valued and visible
• Clear opportunities for professional development and career progression
• Support for further qualifications, including study and exam costs
• Work in a collaborative, friendly environment with a strong team culture

• 25 days annual leave plus bank holidays
• Company pension scheme
• Office-based role

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.

• Produce professional suitability reports tailored to individual clients
• Prepare meeting packs and files for appointments
• Conduct product, provider, and fund research
• Assist administrators during busy periods and work collaboratively in a team
• General administration tasks, including:
• Submitting new business applications
• Producing quotations
• Liaising with providers and clients
• Chasing outstanding pipeline cases and fees
• Any other ad-hoc administrative duties as required

• Minimum 2 years' experience in Financial Services (IFA/paraplanning environment preferred)
• Strong knowledge of Pensions, Investments, ISAs, and Protection products
• Excellent communication and organisational skills
• Ability to prioritise workload, meet deadlines, and take ownership of tasks
• Part-qualified or working towards Level 4 Diploma; keen to progress further

• Experience using Intelligent Office and Selectapension
• Previous paraplanning or senior admin experience within an IFA practice

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.