Location
Berkhamsted
Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89183
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:
1. Provide administrative support to Financial Advisers and Paraplanners
2. Prepare and process client documentation and reports
3. Maintain accurate records
4. Liaise with providers and clients to ensure smooth case progression
5. Support the wider admin team and contribute to efficient workflow management
About You:
6. Minimum 2 years experience in an IFA or financial planning firm
7. Strong working knowledge of Intelligent Office (IO)
8. Detail-oriented, organised, and able to work independently
9. Professional and client-focused with excellent communication skills
10. Ideally looking for a long-term career in IFA administration
Whats on Offer:
11. Salary up to £35,000 (depending on experience)
12. Hybrid working available after training/probation
13. 25 days holiday + bank holidays
14. Auto-enrolment pension or salary sacrifice option
15. Death in service cover (3x salary)
16. Discretionary bonuses and team incentives
17. Great Christmas party and friendly, close-knit team environment
18. Reporting to the Admin Team Lead
This is a great opportunity to join a firm that values its people and is growing quickly. If youre a career administrator with IFA experience and looking for a stable, rewarding role, wed love to hear from you.