TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFA Administrator Location: St Albans Benefits: Competitive salary, Pension, Progression, Private Health Care, 25 days holiday plus bank holidays, Death in Service, Hybrid working. Salary: £25,000 to £33,000 depending on qualifications and experience About the Company: This well-established financial services firm has a strong reputation for delivering tailored advice and exceptional client service. Specialising in areas such as wealth management, retirement planning, and investment solutions, the company is dedicated to helping clients achieve their financial goals with confidence. With a client-centric approach, they pride themselves on building long-term relationships based on trust, transparency, and expert guidance. Their team of skilled professionals operates in a supportive and collaborative environment, ensuring both clients and employees benefit from their commitment to excellence and continuous development. What Your Day to Day Duties Will Include: To produce accurate Annual Review Packs for Financial Advisers and process associated tasks. Assist Paraplanners with: Basic advice events, such as fund switches and investment withdrawals. Producing illustrations and reports for new business Processing applications when required Collate and upload all relevant correspondence to theTrue Potential back office system. Type letters and draft routine correspondence. What is Needed to Be Considered: Familiar with Word and Excel Good team player Good Written and Commination skills Highly Organised IFA Administrator experience Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to 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