IFA Administrator

Eden Rose; Dacorum; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Hybrid after training

25 days holiday + bank holidays

Auto-enrolment pension

Death in service cover (3x salary)

Discretionary bonuses and team Incenti

Great Christmas party

Job summary

Eden Rose in Hertfordshire is seeking an experienced IFA Administrator to join the busy financial planning team. This full-time, permanent role is office-based for the first 3 months and will become hybrid after training, supporting Financial Advisers and Paraplanners with client documentation and reports.

The ideal candidate has at least 2 years’ IFA or financial planning experience, is detail‑oriented, and communicates confidently.

Qualifications

• 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.

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.

Skills

Intelligent Office (IO)

Detail-oriented

Strong communication

Independent working

Job description

Job Title: IFA Administrator

Location: Hertfordshire (Office-based for 3 months, 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 Administrator 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