IFA Administrator – Part-Time (3–4 Days) | Hybrid Working
£28,000 FTE (Pro Rata) + Benefits
Reference: 10281
Location: Cheshunt
Recruit UK are recruiting for a well-established and growing Independent Financial Planning firm who are looking to appoint an IFA Administrator following an internal promotion within the team.
This is a fantastic opportunity to join a collaborative and supportive business that actively promotes internal progression, with a clear structure across advisers, paraplanners, and administration.
The Role:
*Provide administrative support to Financial Advisers and Paraplanners
*Process and submit new business accurately and efficiently
*Manage banking tasks and liaise with providers
*Assist with compliance processes, including secondary sign-off
*Maintain high-quality client records and documentation
What They’re Looking For:
*Previous experience within an IFA / Financial Planning environment
*Strong knowledge of new business processing and provider platforms
*Experience with banking and compliance procedures
*High attention to detail and strong organisational skills
*A proactive, team-oriented approach
Salary & Benefits:
*£28,000 FTE (4 days = £22,320)
*3 or 4 days per week
*9:00am – 5:30pm
*Hybrid working (40% WFH – typically 1 day per week)
*25 days holiday + bank holidays (pro rata)
*8% employer pension contribution
*Private medical cover
*Discretionary bonus
Additional Info:
*Team of 13 including Advisers, Paraplanners, and Administrators
*Strong culture with genuine progression opportunities
*Target start date: 1st May
This role is ideal for an experienced IFA Administrator seeking flexibility, stability, and long-term development within a high-quality financial planning environment.