Eden Rose
Senior IFA Administrator
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Job Ref: 90908
Location: Berkhamsted
Salary: £30,000 - £35,000 Per Annum
Employment Type: Permanent
Job Title: IFA Administrator
Location: Hertfordshire (Office-based for 3 months, 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
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- 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
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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.
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