IFA Administrator

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:

• Provide administrative support to Financial Advisers and Paraplanners
• Prepare and process client documentation and reports
• Maintain accurate records 
• Liaise with providers and clients to ensure smooth case progression
• Support the wider admin team and contribute to efficient workflow management

About You:

• Minimum 2 years’ experience in an IFA or financial planning firm
• Strong working knowledge of Intelligent Office (IO)
• Detail-oriented, organised, and able to work independently
• Professional and client-focused with excellent communication skills
• Ideally looking for a long-term career in IFA administration 

What’s on Offer:

• Salary up to £35,000 (depending on experience)
• Hybrid working available after training/probation 
• 25 days holiday + bank holidays
• Auto-enrolment pension or salary sacrifice option
• Death in service cover (3x salary)
• Discretionary bonuses and team incentives
• Great Christmas party and friendly, close-knit team environment
• Reporting to the Admin Team Lead 

This is a great opportunity to join a firm that values its people and is growing quickly. If you’re a career administrator with IFA experience and looking for a stable, rewarding role, we’d love to hear from you.