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Permanent

IFA Administrator

Berkhamsted
money-bag 35000.00-35000.00 Annual
3161806335
Posted Yesterday

Job Title: IFA Administrator Location: Hertfordshire (Office-based for 3 months, but Hybrid after training) Salary: Up to £35,000 (DOE) Job Type: Full-time, Permanent About the Role: A rapidly growing financial planning firm based in Hertfordshire is seeking an experienced IFA Administrator to join their busy team. This is a fantastic opportunity for someone who enjoys working in a fast-paced, supportive environment and is looking for a long-term career in administration. Key Responsibilities: Provide administrative support to Financial Advisers and Paraplanners Prepare and process client documentation and reports Maintain accurate records Liaise with providers and clients to ensure smooth case progression Support the wider admin team and contribute to efficient workflow management About You: Minimum 2 years'' experience in an IFA or financial planning firm Strong working knowledge of Intelligent Office (IO) Detail-oriented, organised, and able to work independently Professional and client-focused with excellent communication skills Ideally looking for a long-term career in IFA administration What''s on Offer: Salary up to £35,000 (depending on experience) Hybrid working available after training/probation 25 days holiday + bank holidays Auto-enrolment pension or salary sacrifice option Death in service cover (3x salary) Discretionary bonuses and team incentives Great Christmas party and friendly, close-knit team environment Reporting to the Admin Team Lead ..... full job details .....

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