IFA Administrator
other jobs Eden Rose
Added before 6 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job descriptionJob Title: IFA Administrator
Location: Hertfordshire (Office-based for 3 months, 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
Location: Hertfordshire (Office-based for 3 months, 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
Job number 4041038
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Company Details:
Eden Rose
Company size: 50–99 employees
Industry: Other
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