TEMPLEGATE RECRUITMENT

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner - Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000-£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model. You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients. Key Responsibilities Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection Analyse client data to support suitability and advice reports Prepare recommendations and research reports for advisers Assist with portfolio analysis, cashflow modelling, and product comparisons Ensure all outputs comply with FCA regulations Maintain up-to-date knowledge of financial planning regulations and market developments Work closely with Financial Advisers to enable timely client advice What We're Looking For Experience in a research-focused paraplanning role or similar Strong understanding of financial planning products and regulations Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred) Ability to collate and process information accurately under tight deadlines Excellent written and verbal communication skills Level 4 Diploma in Financial Planning preferred (or equivalent experience) Desirable Skills Previous experience in a fast-paced paraplanning or research team Ability to hit the ground running with minimal supervision Strong attention to detail and analytical skills Proactive approach to personal development and exam support How to Apply If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title : Paraplanner Location : Colchester (Office-based, hybrid options available) Salary: £27,000-£35,000 Benefits: Pension Private healthcare Flexible working (work from home 2-3 days per week) About the Company : Our client is a growing financial services firm committed to delivering exceptional client service and supporting the professional development of their team. With a strong focus on career progression, high-quality training, and clear performance targets, they offer a supportive and structured environment for Paraplanners to thrive. Key Responsibilities : Paraplanning & Casework Meet monthly team case targets. Produce high-quality suitability letters with in-depth CFR checks. Liaise with providers for data and follow up on feedback from Business Assurance. Prepare CYC calculations Client Service & Communication Provide professional, high-level service to clients. Identify potential client issues and escalate appropriately. Communicate process changes and updates to clients. Update tasks and case trackers to maintain efficiency and meet deadlines. Cover colleagues' tasks during absences. What We're Looking For : Proven SJP experience (administrative and/or paraplanning). Strong attention to detail and commitment to high-quality client service. Ability to meet deadlines and manage multiple cases efficiently. Commitment to ongoing professional development and CPD. Team-oriented, flexible, and proactive approach. Desirable Skills : Experience producing suitability letters and conducting CFR checks. Ability to mentor or support junior team members. How to Apply: 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.

Job Title: IFA Administrator Location: Home-based Salary: £14.00 per hour 35 hours a week £25,480 plus over time Available Benefits: Competitive salary 100% remote role Full-time fixed hours Death in Service benefit Holiday entitlement Exam support Pension Access to Smart Health About the Role: We are seeking a self-motivated, detail-oriented IFA Administrator to provide remote administrative and PA support to Financial Advice firms and their clients. The role requires: Attention to detail and accuracy Adherence to financial regulations (FCA) Ability to manage multiple tasks efficiently in a home-based environment Availability Monday to Friday, 9:00 am - 5:00 pm A suitable quiet home office setup with reliable IT and telecommunications equipment This position is ideal for candidates with financial services administration experience looking to deliver high-quality support while working remotely. Key Responsibilities: Follow internal procedures and ensure compliance with FCA regulations Process new business applications, letters of authority, and change of agency requests Act as first point of contact for clients and product providers, handling queries and messages efficiently Draft professional emails and letters, transcribe audio files, and maintain accurate documentation Update client valuations and manage back-office systems and investment platforms Prepare post-review letters and new business illustrations Manage diaries and tasks to ensure timely follow-ups Support additional administrative tasks as required Requirements: Minimum 2 years' experience as an IFA Administrator Proficient in Microsoft Outlook, Word, Excel, and PowerPoint Accurate typing skills and ability to transcribe letters and audio notes Comfortable using Skype and cloud platforms (Dropbox, Google Drive, OneDrive) Confident handling IT and telecommunications equipment Must have a suitable quiet home office setup To apply, please submit your application today. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the client. We may also suggest other roles that match your experience. Please note: Due to the high volume of applications, individual feedback cannot be provided. If you have not heard from us within 7 days, please assume your application was unsuccessful.

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Location: Chorley (Hybrid) Salary: Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner. Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner. Benefits Package 4% Employer Pension Contribution (salary sacrifice available) 28 Days Annual Leave plus Bank Holidays Option to Purchase up to 5 Additional Days Leave Group Life Cover (4x Salary) Rolling Sick Pay Scheme Full Exam & Training Support Hybrid Working Arrangement Clear Career Development Pathway towards a Paraplanner role Role Purpose As part of the Paraplanning team, you will: Assist in preparing accurate, compliant, and professional suitability reports Conduct detailed research across pensions, investments, protection, and wider financial planning solutions Support advisers with technical analysis and case preparation Ensure all work aligns with regulatory requirements and internal procedures Maintain accurate and up-to-date client records Liaise with providers and internal departments as required Develop a thorough understanding of advice processes and client journeys Progress technical knowledge and competency under the supervision of the Technical Team Leader This position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner. About You Essential Experience & Skills Minimum 3 years' continuous experience within a Financial Planning firm Exposure to paraplanner responsibilities or technical support work Currently working towards the Regulated Diploma in Financial Planning (Level 4) Ideally 1-2 CII R0 exams already achieved Good understanding of the UK financial regulatory framework Strong written and verbal communication skills Proficient in Microsoft Outlook, Word, Excel, and PowerPoint Excellent attention to detail Strong organisational skills with the ability to prioritise effectively A collaborative and professional approach Comfortable working in a fast-paced environment Open to feedback and committed to developing into a successful paraplanner Desirable Regulated Diploma in Financial Planning (Level 4) Strong analytical and technical thinking skills Ability to assess information from multiple perspectives Confidence handling detailed and technical information Career Development This role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner. How to Apply If you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you. Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities. Due to the high volume of applications, we can only respond to successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Team Leader Location: Chorley, UK (Hybrid - 2 days remote / 3 days in office after probation) Salary: Around £40,000 per annum Hours: 37.5 hours per week with flexible start times (7:30 / 8:00 / 9:00), finish 1 hour early on Fridays, 30-minute unpaid lunch Benefits & Development Pension: Employer contribution of 4%, with salary sacrifice available for employee contributions Annual Leave: 28 days plus Bank Holidays, with the option to buy an additional 5 days Group Life Cover: 4x salary Sick Pay Scheme £500 annual training budget with exam support Hybrid working flexibility (2 days remote / 3 days in office) Christmas shutdown About the Role We are currently recruiting a Team Leader to support the growing financial services operations team. This Team Leader will manage a team of 28 support staff across three departments, ensuring smooth day-to-day operations and delivering exceptional support to financial advisors. This role is ideal for someone with strong administrative and operational experience in financial services who thrives in a fast-paced environment and enjoys developing and mentoring staff. Key Responsibilities Lead, manage, and support a team of financial services support staff, providing guidance on technical and process queries Oversee operational processes including new business processing, general queries, and platform support Manage HR-related activities such as return-to-work processes, absences, and staff engagement Liaise with office management to ensure seamless operational support Monitor workflow, manage team workloads, and ensure high-quality service delivery to advisors Identify areas for process improvement and support the implementation of operational changes Act as the primary point of contact for the team, ensuring the Team Leader role drives efficiency and maintains team morale Candidate Requirements Significant experience in financial services administration or support roles Experience managing teams or in a supervisory role within a financial services environment Strong technical knowledge and understanding of financial services processes Experience working across multiple platforms and providers Excellent organisational, communication, and interpersonal skills Ideally holds a CII qualification (LP2, CISI, or RO) Career background in client relations or technical administration is highly desirable Apply Today: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you haven't heard from us within 7 days, please assume your application was unsuccessful.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Services Administrator Location: Colchester (Office-based with hybrid working options) Salary: £25,000-£31,000 Benefits: Pension Private healthcare Flexible working (work from home 2-3 days per week) About the Company: Our client is a growing financial services firm focused on delivering exceptional client service while supporting professional development. They provide a structured environment with clear career progression, productivity goals, and ongoing training opportunities. Key Responsibilities: Provide comprehensive administrative support to a portfolio of clients. Manage appointments, diary, email, and tasks for clients and PAs. Liaise with fund and ceding scheme providers to collect client information. Transcribe dictation, prepare meeting notes, and maintain accurate client records in CRM systems. Process EBS applications, protection plans, and client illustrations. Produce review letters and reports, and prepare documentation for meetings. Maintain Salesforce and internal systems, ensuring data accuracy. Organise client and internal events as required. Meet service level expectations, maintain high-quality outputs, and support team members when needed. What We're Looking For: Proven SJP experience in financial services administration. Strong organisational and time-management skills. Excellent written and verbal communication skills. Ability to manage multiple client tasks and portfolios efficiently. Proactive, team-oriented, and committed to providing a high standard of client service. Desirable Skills: Familiarity with Salesforce and SJP platforms. Experience with client reporting and analytics. Ability to support and mentor junior staff. How to Apply: 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Planning Administrator (Full-Time) Location: Loughborough - Hybrid Salary: Up to £30,000. Why Join Us? We're looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. You'll be part of a team of advisors and paraplanners delivering high-quality financial planning services. Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities. Benefits: 34 days holiday including bank holidays, increasing at 3 & 5 years Option to buy or sell up to 5 days per year Pension auto-enrolment with enhanced contributions Life insurance (4x salary) and income protection (60% salary) Employee assistance program - 24-hour confidential support Flexible working, including homeworking Support for professional development and exam funding Friendly and collaborative team environment About the Role: As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner. Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently. Key Responsibilities: Deliver exceptional client service as part of a three-person team Implement clients' financial plans and manage ongoing service Liaise with clients via telephone and email; prepare meetings and packs Gather, input, and maintain accurate client data Perform AML checks and maintain compliance records Process applications and Letters of Authority (LOA) Support advisors and paraplanners with administrative and compliance tasks What We're Looking For: Minimum 3 years' experience as a Financial Planning Administrator or similar role in wealth management/IFA environment Strong attention to detail and accuracy Comfortable with technology and multiple platforms, including IO Excellent communication and active listening skills Self-motivated, organised, and adaptable Team player with a "can-do" attitude and willingness to learn Desirable Skills: Awareness of financial services legislation, GDPR, AML, Treating Customers Fairly Experience supporting vulnerable clients Knowledge of compliance processes and structured financial plan implementation How to Apply: Submit your CV today! Our specialist consultants will contact candidates who match the requirements to discuss the opportunity and your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Services Administrator Location: Kettering Salary: £27,000 - £31,000 DOE Benefits: 25 days holiday plus bank holidays Birthday day off (if falls on a working day) 5% matching employer pension contribution Competitive salary and benefits package Opportunities for professional development and career advancement, including exam and qualification support Supportive and inclusive work environment Mentorship and guidance to help achieve career objectives Dynamic team within a fast-growing, client-focused firm About the Company: Our client is a forward-thinking, rapidly growing financial planning firm committed to delivering high-quality financial advice. The firm empowers clients to achieve their financial goals while fostering a supportive and growth-oriented environment for their team. They value individuals who are motivated, collaborative, and thrive in a fast-paced professional setting. Key Responsibilities: Assist in the preparation of client meetings, ensuring all documents and information are ready Support client onboarding and account maintenance processes Respond promptly and professionally to client enquiries Maintain accurate and organised client records in compliance with regulatory standards Prepare and submit regulatory documentation as required Collaborate with the team to ensure timely completion of paperwork Identify opportunities for process improvement and support operational efficiency Foster a positive and collaborative working environment Participate in team meetings, training, and professional development activities Continuously maintain and develop technical, product, and industry knowledge What We're Looking For: Previous experience in financial services or administrative roles preferred Strong organisational, multitasking, and prioritisation skills Excellent attention to detail Strong verbal and written communication skills Proficiency in Microsoft Office Suite and relevant software applications Self-motivated with the ability to work on your own initiative and as part of a team Comfortable interacting with clients in a professional environment Growth mindset, committed to learning and personal development Desirable Skills: Knowledge of financial planning processes and platforms Experience with regulatory compliance documentation Previous exposure to client onboarding or paraplanning support How to Apply: 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Leeds - Office-based Salary: £28,000-£32,000 per annum Why Join Us? This is a career-focused IFA Administrator role offering hands-on experience in financial services and clear opportunities to progress into senior administration or office management. You'll join a small, collaborative team where your contributions make a real impact, and you'll have the chance to grow your skills across multiple platforms and client-facing tasks. Benefits: Office closed over Christmas Standard pension auto-enrolment On-site parking Flexible working options after probation (1 day per week remote possible) About the Company: We are a small, client-focused financial planning firm with a friendly, supportive culture. Our team of 4 includes 2 Financial Planners, 1 Admin, and 1 Trainee Paraplanner. We value candidates who are willing to "muck in," enjoy client interaction, and contribute to a collaborative working environment. Key Responsibilities: Process transactions across IO, Aviva, Fidelity, and Aegon Manage back-office systems and maintain IO data accuracy Support advisors with day-to-day tasks and client interactions Call clients, schedule meetings, and provide general office support Case checking with regulatory compliance Assist with any other administrative tasks as required What We're Looking For: Experienced administrator, ideally with some financial services background Organized, detail-oriented, and adaptable Strong communication and client service skills Motivated, proactive team player Ready to grow within the role of IFA Administrator Desirable Skills: 1-3 years' experience in admin or financial services How to Apply: 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.

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) Why Join Us ? 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 Benefits : 25 days annual leave plus bank holidays Company pension scheme Office-based role About the Company : 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. Key Responsibilities : 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 What We're Looking For : 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 Desirable Skills : Experience using Intelligent Office and Selectapension Previous paraplanning or senior admin experience within an IFA practice How to Apply: 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relations Administrator Location: Chorley Hybrid Salary: £27,000 to £35,000 DOE Why Join Us? Join a specialist Client Relations team where you will provide essential support to clients, advisers, and colleagues. This role offers the opportunity to develop your technical knowledge, gain exposure to a range of financial services tasks, and work within a collaborative and professional environment. Benefits: Pension: Employer contribution of 4%, with salary sacrifice available for employee contributions 28 days annual leave plus Bank Holidays, with the option to buy an additional 5 days Group Life cover: 4x salary Sick pay scheme Hybrid working: combination of office-based and remote working About the Company: You will be joining a client-focused team dedicated to delivering high-quality support and maintaining strong relationships across the business. The role provides exposure to a range of financial services functions, ensuring clients and advisers receive timely and accurate assistance while promoting professional standards and compliance. Key Responsibilities: Deliver on team objectives and maintain service level agreements and data accuracy Maintain client files and CRM records in line with company guidelines Assist with business tasks including meeting clients, answering enquiries, and supporting colleagues Comply with the Financial Services and Markets Act 2000, FCA Statements of Principle & Code of Practice, and FCA rules Maintain awareness of the firm's obligations under Consumer Duty Follow company compliance, Treating Customers Fairly, AML, Data Protection, and Data Security procedures Maintain detailed knowledge of compliance procedures, including record keeping requirements Provide assistance to reporting line as requested and support clients, teams, and advisers Comprehend and adhere to the firm's employee handbook and associated policies What We're Looking For: Minimum Grade 4 (or equivalent) in GCSE English Language and Mathematics Working towards at least CII Level 2 qualification (LP2) Experience providing administration support in a financial planning environment Understanding of UK financial regulatory framework and legislation Excellent written and verbal communication skills Proficient in Outlook, Word, Excel, and PowerPoint Strong interpersonal skills, collaborative working style, and commitment to completing tasks efficiently High attention to detail and commitment to professional ethical standards Ability to operate effectively in a fast-paced and challenging environment Desirable Skills: Ability to prioritise workloads effectively Flexibility to support both the immediate team and wider organisation Analytical skills and the ability to gather supporting information for tasks Commitment to ongoing training and development Ability to respond effectively via reporting line while meeting company standards and deadlines How to Apply: 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relations Administrator Location: Altrincham Hybrid Salary: £27,000 to £35,000 DOE Why Join Us? Join a specialist Client Relations team where you will provide essential support to clients, advisers, and colleagues. This role offers the opportunity to develop your technical knowledge, gain exposure to a range of financial services tasks, and work within a collaborative and professional environment. Benefits: Pension: Employer contribution of 4%, with salary sacrifice available for employee contributions 28 days annual leave plus Bank Holidays, with the option to buy an additional 5 days Group Life cover: 4x salary Sick pay scheme Hybrid working: combination of office-based and remote working About the Company: You will be joining a client-focused team dedicated to delivering high-quality support and maintaining strong relationships across the business. The role provides exposure to a range of financial services functions, ensuring clients and advisers receive timely and accurate assistance while promoting professional standards and compliance. Key Responsibilities: Deliver on team objectives and maintain service level agreements and data accuracy Maintain client files and CRM records in line with company guidelines Assist with business tasks including meeting clients, answering enquiries, and supporting colleagues Comply with the Financial Services and Markets Act 2000, FCA Statements of Principle & Code of Practice, and FCA rules Maintain awareness of the firm's obligations under Consumer Duty Follow company compliance, Treating Customers Fairly, AML, Data Protection, and Data Security procedures Maintain detailed knowledge of compliance procedures, including record keeping requirements Provide assistance to reporting line as requested and support clients, teams, and advisers Comprehend and adhere to the firm's employee handbook and associated policies What We're Looking For: Minimum Grade 4 (or equivalent) in GCSE English Language and Mathematics Working towards at least CII Level 2 qualification (LP2) Experience providing administration support in a financial planning environment Understanding of UK financial regulatory framework and legislation Excellent written and verbal communication skills Proficient in Outlook, Word, Excel, and PowerPoint Strong interpersonal skills, collaborative working style, and commitment to completing tasks efficiently High attention to detail and commitment to professional ethical standards Ability to operate effectively in a fast-paced and challenging environment Desirable Skills: Ability to prioritise workloads effectively Flexibility to support both the immediate team and wider organisation Analytical skills and the ability to gather supporting information for tasks Commitment to ongoing training and development Ability to respond effectively via reporting line while meeting company standards and deadlines How to Apply: 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title : Financial Services Administrator Location : Leeds Salary : Up to £30,000 per annum DOE Benefits : 6 weeks' holiday plus bank holidays PMI after probation Pension 5% About the Role : Our client is seeking a professional and client-focused Financial Services Administrator to join the team. The Financial Services Administrator will act as the first point of contact for clients, ensuring seamless communication and peace of mind. This role is central to the smooth operation of the office, providing essential support to the Operations Director and IFA team. Key Responsibilities : Client Liaison and Support Serve as the initial point of contact for clients, representing the firm professionally at all times. Compile client review packs and prepare suitability reports for 'no change' reviews. Distribute quarterly Client Investment Performance (CIP) reports to clients. Collaborate with paraplanners to ensure all cases in Intelligent Office (IO) are accurate and up to date. Administrative and Operational Duties Answer incoming calls and direct them to the relevant team members. Schedule client appointments and manage diaries effectively. Follow internal workflows, processes, and complete tasks assigned to the Financial Services Administrator role. Prepare review files in advance of client meetings with the IFA. Issue invoices to clients and third parties, and assist with income reconciliation. Perform general office duties including post, filing, photocopying, scanning, and printing. Maintain office supplies and equipment, including ordering stationery and stamps. Provide proactive support to the IFA team and Operations Director to assist with business initiatives. Compliance and Process Adherence Adhere to all administrative procedures and processes relevant to the Financial Services Administrator role. Maintain awareness of IFA and Paraplanner workflows to support operational efficiency. Knowledge, Skills, and Experience Required RO1 qualification or equivalent (preferred). Experience using Intelligent Office (IO) is essential. Strong customer service experience, including direct client contact and query resolution. Proficiency in Microsoft Office and standard office software. How to Apply: If this role sounds like a great fit, please submit your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.