TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFAadministrator Location: Esher (Hybrid 4 days in the office, 1 day from home) Benefits: 25 days holiday bank holidays, on-site parking Salary: £30,000 - £36,000 per annum depending on qualifications and experience. Summary of the IFAAdministratorRole: We are seeking a proactive and ambitious IFA Administrator to join our Adviser Support Team (AST). This is a fantastic opportunity for an experienced individual looking to develop their career within wealth management. What Your Day-to-Day Duties Will Include: You will play a vital role in supporting advisers and ensuring seamless client service. Your duties will include: Preparing meeting packs, reports, and agendas. Handling post-meeting administration and liaising with the admin centre. Sending reports and documentation to clients, including the use of DocuSign. Booking client meetings and managing e-filing and document attachments on the CRM system. Processing business cases, discharge forms, and trust forms. Assisting with presentation materials and ad-hoc office tasks as required. Key Qualities and Skills Required for this IFAAdministrator Role: Minimum 12 months experience in a Wealth Management or IFA background. RO exams would be advantageous but are not essential. Salesforce experience is desirable but not required. Additional Useful Qualities and Skills: This is a permanent, full-time position based in Esher, with the flexibility to work one day a week from home. If you have the right experience and are looking for a dynamic and supportive environment, wed love to hear from you Apply today to be considered for this IFAAdministrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities to you that match your requirements. Due to the amount of response we receive, unfortunately, we are not able to give feedback to individuals. If you have not heard back within 7 days, please assume that you have not been successful for the role you have applied for