IFA Administrator - Hybrid Role with Growth & Benefits

Tekk Fusion; Dacorum; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Pension or salary sacrifice option

Death in service cover (3x salary)

Discretionary bonuses

Great Christmas party

Job summary

Tekk Fusion, a rapidly growing financial planning firm in Hertfordshire, seeks an experienced IFA Administrator to join the busy team. This full-time, permanent role offers office-based work for 3 months, then hybrid after training, with a salary up to £35,000 DOE.

You will support Financial Advisers and Paraplanners, prepare client documentation, maintain records, liaise with providers, and ensure smooth case progression in a fast-paced environment.

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.

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

2+ years experience

Detail oriented

Organised

Client communication

Tools

Intelligent Office IO

Job description

Tekk Fusion, a rapidly growing financial planning firm in Hertfordshire, seeks an experienced IFA Administrator to join the busy team. This full-time, permanent role offers office-based work for 3 months, then hybrid after training, with a salary up to £35,000 DOE.

You will support Financial Advisers and Paraplanners, prepare client documentation, maintain records, liaise with providers, and ensure smooth case progression in a fast-paced environment.