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Senior ifa administrator - sjp partner practice (offices near bishops stortford), upto £35,000 (doe)

Bishop's Stortford
Permanent
Ifa administrator
£30,000 - £35,000 a year
Posted: 8 May
Offer description

Full-Time | Salary Upto £35,000 (DOE)| Supportive Team & Career Progression Our client are a successful and friendly St. James’s Place (SJP) Partner Practice based near Stansted, seeking a highly organised and experienced Senior IFA Administrator to join our growing team. This is a fantastic opportunity for someone who enjoys working in a fast-paced, client-focused environment and is looking for a role with responsibility, variety, and the potential to grow. What we offer: Beautiful offices with on-site parking A supportive environment, working alongside 2 Advisors and 2 part-time support staff Full-time hours preferred, with flexibility considered following training/probation A welcoming, long-standing client base of families, parents, and grandparents Career progression and study support available for the right candidate Your role will involve: Senior IFA Administrator Providing comprehensive admin support to the Advisors Managing and preparing documentation for client meetings Processing new business and liaising with providers Maintaining and updating client records accurately Assisting with compliance requirements and client communications About you: Senior IFA Administrator Previous experience in an IFA or SJP environment is essential Strong understanding of financial services processes and terminology Highly organised with excellent attention to detail Confident communicator with a proactive approach Comfortable using back-office systems (e.g. Salesforce, Intelligent Office) This is a key role in a close-knit and professional team. If you’re an experienced administrator looking to step into a senior role where your contributions are truly valued, we’d love to hear from you. Apply today and become part of a supportive firm where people and progress matter. Please send CV to Sam Negbenebor at Financial Divisions.

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Home > Jobs > Administration jobs > Ifa administrator jobs > Ifa administrator jobs in Hertfordshire > Senior IFA Administrator - SJP Partner Practice (Offices near Bishops Stortford), Upto £35,000 (DOE)

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