IFA Administrator
Eden Rose

Berkhamsted, Hertfordshire
•6 hours ago
•No application
About
Job Title: IFA AdministratorLocation: Hertfordshire (Office-based to start, but Hybrid after training)Salary: Up to £35,000 (DOE)Job Type: Full-time, PermanentAbout the Role:A rapidly growing financial planning firm based in Hertfordshire is seeking an experienced IFA Admin 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 ParaplannersPrepare and process client documentation and reportsMaintain accurate records Liaise with providers and clients to ensure smooth case progressionSupport the wider admin team and contribute to efficient workflow managementAbout You:Minimum 2 years’ experience in an IFA or financial planning firmStrong working knowledge of Intelligent Office (IO)Detail-oriented, organised, and able to work independentlyProfessional and client-focused with excellent communication skillsIdeally 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 holidaysAuto-enrolment pension or salary sacrifice optionDeath in service cover (3x salary)Discretionary bonuses and team incentivesGreat Christmas party and friendly, close-knit team environmentReporting to the Admin Team Lead This is a great opportunity to join a firm that values its people




