IFA Administrator–Wealth Management-Offices

Join an award-winning financial planning firm near Harpenden as an IFA Administrator
. This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team.

You’ll play a key role in ensuring the smooth running of client processes — from preparing reports and managing meetings to liaising with clients, providers, and advisers — helping deliver exceptional financial planning support.

• Prepare client documents, review packs, and reports
• Manage adviser diaries and client review meetings
• Process Letters of Authority and maintain accurate records in iO
• Liaise with clients and providers professionally and efficiently
• Ensure compliance and client data are up to date

• Excellent attention to detail and organisation
• Strong written and verbal communication
• Proficiency in iO and Microsoft Office
• Team-focused, proactive, and client-driven

If you’re looking to develop your career with a respected and growing firm that values collaboration and excellence, we’d love to hear from you.

Please contact Sam at Financial Divisions.