Job Description
IFA Administrator - Hertford (Full-Time, Monday to Friday 9am-5pm)\n\nMy client is a forward-thinking Independent Financial Planning firm with a strong reputation as a supportive and rewarding place to work. Due to continued growth, they are seeking a meticulous, organised, and proactive IFA Administrator to join their Hartford office and play a key role in supporting our clients and advisers.\n\nAbout the Role\n\nAs an IFA Administrator, you will work closely with our Financial Advisers and wider team to provide efficient and accurate administrative support. This is a varied role that requires excellent attention to detail, strong organisational skills, and the ability to build great working relationships.
While experience in an IFA environment is preferred, we welcome applications from individuals with transferable skills who are eager to learn and develop in the financial services industry.\n\nKey Responsibilities\n\nProvide high-quality administrative support to Financial Advisers and colleagues.\n\nProcess new and existing business in line with compliance requirements.\n\nPrepare documentation and support client review meetings.\n\nHandle fund switches, plan withdrawals, and obtain valuations.\n\nDraft professional correspondence and respond to client qu...