Senior IFA Administrator Hitchin / Stevenage | Up to £35,000- £40,000 | Hybrid | Excellent Benefits
Location: Hertfordshire
Job Ref: SN
Salary: Up to £35,000- £40,000
Work From Home option: Yes
Are you an experienced IFA Administrator looking for your next long-term opportunity with an established and successful Independent Financial Adviser?
We are working with a highly regarded IFA firm in the Hitchin / Stevenage area that is looking to appoint an experienced Senior Administrator to join its established support team.
This is an excellent opportunity for an experienced financial services professional who has a strong understanding of the IFA environment and is looking to take the next step in their career while continuing to develop their technical knowledge.
The ideal candidate will be part-way through their Level 4 Diploma in Financial Planning and keen to continue progressing their qualifications.
The Role
Working closely with Financial Advisers and Paraplanners, you will provide high-quality technical and administrative support throughout the client journey.
Your responsibilities will include:
- Providing comprehensive administrative support to Financial Advisers and Paraplanners
- Preparing client documentation and meeting packs
- Processing new business and client instructions
- Liaising with providers, platforms and third parties
- Obtaining valuations and conducting product/provider research
- Preparing illustrations and supporting documentation
- Maintaining accurate client records and ensuring files are kept up to date
- Supporting pension, investment and protection cases
- Assisting with suitability and review processes
- Processing applications and monitoring cases through to completion
- Ensuring all work is completed accurately and in line with FCA requirements
- Building strong relationships with clients, Advisers and providers
- Using modern technology and AI tools to improve efficiency and streamline processes
About You
We are looking for someone with a solid background within an IFA or financial planning environment, ideally with at least 5 years’ experience.
You will ideally have:
- 5+ years’ experience within an IFA / wealth management environment
- Strong financial services administration experience
- Experience supporting Financial Advisers and/or Paraplanners
- Good understanding of pensions, investments and financial planning
- Level 4 Diploma in Financial Planning in progress
- Strong attention to detail and excellent organisational skills
- Confident communication skills and a professional, personable manner
- Ability to manage multiple cases and prioritise effectively
- Good knowledge of FCA and compliance requirements
- Confidence using technology and a willingness to embrace AI and modern financial planning tools
- A proactive approach and willingness to take ownership of your work
- Someone who genuinely enjoys working within a support/administration role and is looking for a long-term career with an established firm
What’s on Offer?
- Salary up to £35,000 -£40,000, depending on experience and qualifications
- Hybrid working
- Excellent benefits package
- Support towards professional development and qualifications
- Established and supportive IFA environment
- Modern approach to technology and AI
- Long-term career opportunity
- Opportunity to work alongside experienced Advisers and Paraplanners
- A role where your contribution will be genuinely valued
Location: Hitchin / Stevenage
Salary: Up to £35,000 – £40,000 DOE
Working pattern: Hybrid
Sector: Independent Financial Advice / Wealth Management
Role: Senior IFA Administrator
If you’re an experienced IFA Administrator, currently working towards your Level 4 Diploma, and looking for a stable, rewarding opportunity with a well-established financial planning business, we’d love to hear from you.
Apply now for a confidential conversation about the opportunity.