IFA Administrator
Senior IFA Administrator – Hertford An ambitious and forward-thinking financial planning firm in Hertford is looking to recruit an experienced Senior IFA Administrator to join its expanding team.
This opportunity would suit someone with a solid background within IFA administration who is now looking for more than just another support role. The business offers a genuine long-term pathway into Paraplanning and ultimately Financial Advice for individuals who are keen to progress their careers within wealth management.
The firm has an excellent reputation within the industry and prides itself on developing staff internally, with several members of the team having progressed into more senior technical and advisory positions over the years.
The Role You will work closely with Financial Advisers and Paraplanners, helping to manage client relationships and oversee the administration of pensions, investments and protection business.
Your responsibilities will include:
- Processing and managing new business submissions
- Preparing review packs and client documentation
- Liaising with providers, advisers and clients
- Tracking cases through to completion
- Supporting the wider team with ongoing servicing work
Salary & Benefits • Base salary between £33,000 – £37,000
- 11% employer pension contribution
- 24 days holiday + bank holidays
- Private healthcare
- Hybrid working
- Free parking
- Full support towards Level 4 Diploma qualifications
- Structured career pathway towards becoming a Financial Adviser
- Experience working within a financial planning environment
- Strong organisational skills and attention to detail
- Professional communication skills
- Ambition to continue developing within the industry
If you are interested in finding out more, please apply today.
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