This hybrid-based IFA Administrator job in Borehamwood is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include: * Providing proactive support to their Financial Advisors * Managing the Financial Advisor’s diary and arranging client meetings * Contacting clients through various methods to ensure the advice process is not held up * Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process * Prepare meeting packs and information ahead of client appointments * Process new business * Key illustrations, projections and valuations IFA Administrator Requirements * You should have experience as an Administrator within a financial planning firm * You should have good knowledge of financial planning processes and how a Financial Advisor operates * You should be comfortable and confident when contacting clients The Company This national IFA fi...