Job Description
IFA Support - Hybrid Role in Berkhamsted
Overview:
An established and growing financial planning business is looking to appoint a capable and proactive IFA Support professional to join their team in Berkhamsted. The firm prides itself on its friendly, collaborative culture and high standards of client service. This is a great opportunity for someone with at least 6 months’ experience in a similar support role within financial services, looking to develop their career in a structured and professional environment.
Key Responsibilities:
* Providing administrative and operational support to financial planners
* Preparing client packs and documentation for meetings
* Maintaining and updating client records and back-office systems
* Liaising with clients and providers regarding policy information and valuations
* Assisting with new business processing, compliance checks, and reporting
Candidate Requirements:
* Minimum of 6 months’ experience in IFA support, pensions admin, investment admin, or life admin
* Strong attention to detail and accuracy
* Excellent organisational and communication skills
* Ability to work well within a team and manage competing priorities
* Experience using back-office systems (e.g. Intelligent Office/XPlan) would be beneficial
Salary & Benefits:
* £30,000 - £35,000 basic salary
* Annual bonus scheme
* 25 days holiday + holiday purchase scheme
* 3x salary life cover
* Company pension scheme
* Hybrid working pattern: Mondays and Fridays from home; Tuesdays, Wednesdays, and Thursdays in the office
Location:
Based in Berkhamsted, Hertfordshire. The firm is open to candidates from nearby counties such as Buckinghamshire and Berkshire, and may also consider London-based applicants happy to commute three days per week.