Location
Berkhamsted
Salary
£30000 - £35000
TypePermanent
WorkplaceOn-Site
Ref89814
Job Title: IFA Administrator
Location: Hertfordshire (Office-based, 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.