Hiring Now: IFA Adminisrator Near You – Apply Today!
Your Next IFA Adminisrator Job Starts Here – Apply Now!
IFA Adminisrator
Job Posted: 2 days ago
Salary: £ 29,000 - 30,000 / Annum
Job Type: Permanent
Location: Hertford, Hertfordshire
Expire in: a month
Job Description
IFA Administrator - Hertford (Full-Time, Monday to Friday 9am-5pm)
My client is a forward-thinking Independent Financial Planning firm with a strong reputation as a supportive and rewarding place to work. Due to continued growth, they are seeking a meticulous, organised, and proactive IFA Administrator to join their Hartford office and play a key role in supporting our clients and advisers.
About the Role
As an IFA Administrator, you will work closely with our Financial Advisers and wider team to provide efficient and accurate administrative support. This is a varied role that requires excellent attention to detail, strong organisational skills, and the ability to build great working relationships. While experience in an IFA environment is preferred, we welcome applications from individuals with transferable skills who are eager to learn and develop in the financial services industry.
Key Responsibilities
Provide high-quality administrative support to Financial Advisers and colleagues.
Process new and existing business in line with compliance requirements.
Prepare documentation and support client review meetings.
Handle fund switches, plan withdrawals, and obtain valuations.
Draft professional correspondence and respond to client queries with care and accuracy.
Maintain records and workflows in line with internal processes.
Key Attributes
Positive, professional, and proactive attitude.
Excellent attention to detail and accuracy.
Strong communication skills, both written and verbal.
Team player with the ability to work collaboratively and independently.
Problem-solving mindset, using initiative to resolve issues.
Keen to learn and adaptable to new processes and systems.
Strong IT skills; knowledge of industry systems (e.g. Benchmark, Defaqto, Voyant, Quilter, Transact, Fidelity, Aviva, Aegon, Royal London, Canada Life) is an advantage.
In return the company offers great benefits and an opportunity for growth and development.
If this sounds like you please upload your CV in Word format
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your applicationBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring IFA Adminisrator job near me in Hertford, Hertfordshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).