Senior IFA Administrator Hybrid
Listed on 2026-09-19
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Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Senior IFA Administrator
Hitchin / Stevenage | Up to £35,000- £40,000 | Hybrid | Excellent Benefits
Are you an experienced IFA Administrator looking for your next long-term opportunity with an established and successful Independent Financial Adviser?
We are working with a highly regarded IFA firm in the Hitchin / Stevenage area that is looking to appoint an experienced Senior Administrator to join its established support team.
This is an excellent opportunity for an experienced financial services professional who has a strong understanding of the IFA environment and is looking to take the next step in their career while continuing to develop their technical knowledge.
The ideal candidate will be part-way through their Level 4 Diploma in Financial Planning and keen to continue progressing their qualifications.
The Role
Working closely with Financial Advisers and Paraplanners, you will provide high-quality technical and administrative support throughout the client journey.
Your responsibilities will include:
- Providing comprehensive administrative support to Financial Advisers and Paraplanners
- Preparing client documentation and meeting packs
- Processing new business and client instructions
- Liaising with providers, platforms and third parties
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