Administrative Assistant

Tate Recruitment; England; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm is seeking an IFA Administrator to support Financial Advisers in their Hertford office. The role involves providing administrative support, ensuring compliance, and preparing documentation for client meetings. Ideal candidates should possess strong organisational and communication skills, and while IFA experience is preferred, transferable skills are welcomed. The position offers a competitive salary and hybrid working arrangements.

Benefits

Competitive salary

Hybrid working

Company pension scheme

Death in Service and Income Protection

Employee wellbeing support

22 days holiday plus 3 additional days over Christmas

Extra day off for birthday

Support for industry qualifications

Qualifications

• Meticulous, organised, and proactive individual.
• Experience in IFA environment preferred but not required.
• Keen to learn and develop in the financial services.
• Strong IT skills are an advantage.

Responsibilities

• Provide high-quality administrative support to Financial Advisers.
• Process new and existing business in compliance with requirements.
• Prepare documentation for client review meetings.
• Handle fund switches and plan withdrawals.

Skills

Attention to detail

Organisational skills

Communication skills

Problem-solving mindset

IT skills

Tools

Benchmark

Defaqto

Voyant

Quilter

Transact

Fidelity

Aviva

Aegon

Royal London

Canada Life

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 Hertford office and play a key role in supporting our clients and advisers.

About the Role

As an IFA Administrator, you will work closely with the 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, they 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.

Benefits

• Competitive salary.
• Hybrid working (currently 3 days in the office / 2 days from home).
• Company pension scheme.
• Death in Service and Income Protection schemes.
• Employee wellbeing support.
• 22 days holiday plus 3 additional days over Christmas.
• Extra day off to celebrate your birthday.
• Full support for industry qualifications.