My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Sun 23/11/2025

IFA Administrator

Berkhamsted, UK
Apply Now

Company: EDEN ROSE

Job Type: Permanent, FullTime

Salary: £30,000 - £35,000 per annum

Job Title: IFA Administrator

Location: Hertfordshire (Office-based to start, 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 Admin 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:
  • 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
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.

Apply Now