Senior IFA Administrator Hitchin / Stevenage Up to &;35,000- &;40,000 Hybrid Excellent Benefits

Senior IFA Administrator

Hitchin / Stevenage Up to £35,000- £40,000 Hybrid Excellent Benefits

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.