Job Description
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.