Financial Administrator - IFA Practice &35

Financial Administrator - IFA Practice

Near Letchworth Up to £35, Days Holiday + Bank Holidays

A highly respected and growing Independent Financial Advice firm near Letchworth is looking to appoint an experienced Financial Administrator to join their supportive and collaborative team.

This is an excellent opportunity for someone looking to build a long-term career within financial planning, with genuine growth opportunities, ongoing support, and exposure to a high-quality client-focused environment.

The Opportunity

You will play a key role in supporting Financial Advisers and Paraplanners, ensuring the smooth processing of client business and delivering an exceptional client experience.

The company prides itself on its positive culture, staff development, and strong reputation within the industry. With ambitious growth plans in place, this is an exciting time to join the business.

Key Responsibilities

• Preparing and processing new business applications
• Managing client records and maintaining CRM systems
• Liaising with providers and clients
• Supporting advisers with valuations, reviews, and documentation
• Processing withdrawals, fund switches, and policy servicing
• Assisting with compliance and administrative tasks
• Ensuring high levels of accuracy and client service

About You

• Previous experience within an IFA or wealth management environment
• Strong organisational and communication skills
• High attention to detail
• Experience using back-office systems and provider platforms
• A proactive and team-oriented approach

Benefits

• Salary up to £35,000 depending on experience
• 30 days holiday plus bank holidays
• Fantastic long-term career progression
• Supportive and friendly working environment
• Excellent staff benefits package
• Opportunity to grow within a successful and expanding business