Senior IFA Administrator

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

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.