Job Description
IFA Administrator – Hertford
💼 Location: Hertford (Hybrid – 3 days in-office, 2 from home)
⏳ Job Type: Full-time
💰 Salary: £30-40k DOE + Fantastic benefits
🕘 Hours: Monday to Friday, 9 AM – 5 PM
📈 Experience: 3+ years in an IFA environment (preferred)
Are you a passionate and driven financial services professional looking to take your career to the next level? Do you thrive in a fast-paced, detail-focused environment and want to work for a firm that values your expertise and supports your growth? If so, this could be the perfect role for you!
Why join them?
Reputation for Excellence – A progressive IFA/Wealth Management firm known for its fantastic culture and supportive environment.
Career Development – We’re passionate about helping our team gain industry qualifications and grow in their roles.
Hybrid Working – Enjoy the perfect balance of 3 days in the office and 2 days working from home.
Collaborative Team – Work closely with experienced Financial Advisers and administrators in a friendly and motivated team.
Make an Impact – Your role is crucial in ensuring seamless client service and business efficiency.
Your Role:
As an IFA Administrator, you’ll be at the heart of the business, supporting Financial Advisers and ensuring smooth operations. Your key responsibilities will include:
* Processing new and existing business with precision and efficiency
* Handling client reviews, fund switches, plan withdrawals, and other administrative tasks
* Preparing compliance and provider documentation.
* Obtaining fund values and responding to client queries promptly.
* Ensuring all work is FCA compliant and professionally managed.
* Collaborating with colleagues to deliver an outstanding client experience.
What We’re Looking For:
* Passion and desire to succeed in financial services.
* Strong understanding of the financial planning process.
* Exceptional attention to detail and organisational skills.
* Ability to prioritise and manage workloads effectively.
* Excellent written and verbal communication skills.
* Proactive, positive, and a great team player.
* Strong IT and report-writing skills.
If you're looking for a career, not just a job, and want to be part of a firm that genuinely values your passion and expertise, then we want to hear from you!