IFA Administrator
Job in
Berkhamsted, Hertfordshire, HP4 1JG, England, UK
Listed on 2026-09-10
Listing for:
Eden Rose
Full Time
position Listed on 2026-09-10
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Data Entry, Business Administration
Job Description & How to Apply Below
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 This is a great opportunity to join a firm that values its people and is growing quickly.
If you're a career administrator with IFA experience and looking for a stable, rewarding role, we’d love to hear from you
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