Job Title: IFA Administrator / Financial Planning Administrator
Location: Berkhamsted, Hertfordshire
Salary: Up to £35,000 per annum DOE
Job Type: Full-time, Permanent
Working Pattern: Hybrid | Monday to Friday
About the Opportunity Recruit UK is recruiting on behalf of an established financial planning firm in Berkhamsted, Hertfordshire, seeking an experienced IFA Administrator to join its team.
This is an excellent opportunity for a Financial Planning Administrator with previous experience in an IFA or wealth management environment who is confident managing the day-to-day administration of financial planning cases.
The firm is looking for someone who can hit the ground running, work independently and provide reliable support to Financial Advisers.
Offering a competitive salary of up to £35,000, hybrid working, flexible start times and support towards professional qualifications, this is an attractive opportunity for an experienced administrator looking for their next move.
Key Responsibilities - Provide comprehensive administrative support to Financial Advisers.
- Process new business applications across pensions, investments and protection products.
- Liaise with clients, providers and advisers to ensure cases progress efficiently.
- Manage client documentation, policy information and financial planning records.
- Assist with pension transfers, investment transactions and client servicing requests.
- Prepare documentation for client meetings and annual reviews.
- Maintain accurate client records and ensure compliance with FCA regulations.
- Monitor outstanding cases and follow up with providers to meet deadlines.
Requirements - Previous experience working as an IFA Administrator or Financial Planning Administrator.
- Strong knowledge of pensions, investments and financial planning products.
- Experience processing new business and dealing with financial product providers.
- Confident using financial planning CRM systems and provider platforms.
- Excellent organisational skills and attention to detail.
- Strong communication skills and a professional approach to client servicing.
- Ability to manage workloads independently and hit the ground running.
Previous experience within an IFA or financial planning firm is essential.
Salary & Benefits - Salary: Up to £35,000 per annum DOE.
- Hybrid working: Three days in the office, with Mondays and Fridays working from home following training.
- Flexible working hours: Choose between 8:30am to 5:00pm or 9:00am to 5:30pm.
- Annual leave: 25 days plus bank holidays.
- Company pension scheme.
- Life insurance: Death in Service cover worth 3x annual salary.
- Parking: Available on a rota basis.
- Exam support: Financial support towards CII qualifications up to Level 4 Diploma.
- Professional development: Opportunity to expand technical knowledge and progress within financial planning.
Apply Now If you're an experienced IFA Administrator looking for a new opportunity offering hybrid working, a competitive salary and a supportive financial planning environment, we'd love to hear from you.
Apply today or contact Recruit UK for a confidential discussion.