IFA Administrator

IFA Administrator focuses on provide administrative support to financial advisers and paraplanners.

What the role involves

• Provide administrative support to Financial Advisers and Paraplanners.
• Process client documentation and reports.
• Maintaining accurate records.
• Liaise with providers and clients to ensure smooth case progression.
• Supporting the wider admin team and contribute to efficient workflow management.
• Minimum 2 years experience in an IFA or financial planning firm.

Skills and requirements

• Administrative, office, reception, data, systems, or coordination experience may be useful.

Confirmed role details

• Salary £30000 - £35000 Type.
• Hertfordshire (Office-based, but Hybrid after training).
• Up to £35,000 (DOE).
• Job Type: Full-time, Permanent.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through

Known job details

• Pay: £35,000