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IFA Administrator - Hertford
?? Location: Hertford (Hybrid - 3 days in-office, 2 from home)?Job Type: Full-time??Salary: £30-40k DOE + Fantastic benefits??Hours: Monday to Friday, 9 AM - 5 PM??Experience: 3+ years in an IFA environment (preferred)Are you a passionate and driven financial services professional looking to take your career to the next level? Do you thrive in a fast-paced, detail-focused environment and want to work for a firm that values your expertise and supports your growth? If so, this could be the perfect role for you!Why join them?
Reputation for Excellence - A progressive IFA/Wealth Management firm known for its fantastic culture and supportive environment.
Career Development - We're passionate about helping our team gain industry qualifications and grow in their roles.
Hybrid Working- Enjoy the perfect balance of 3 days in the office and 2 days workingfrom home.
Collaborative Team - Work closely with experienced Financial Advisers and administrators in a friendly and motivated team.
Make an Impact - Your role is crucial in ensuring seamless client service and business efficiency.Your Role:
As an IFA Administrator, you'll be at the heart of the business, supporting Financial Advisers and ensuring smooth operations. Your key responsibilities will include:
- Processing new and existing business with precision and efficiency
- Handling client reviews, fund switches, plan withdrawals, and other administrative tasks
- Preparing compliance and provider documentation.
- Obtaining fund values and responding to client queries promptly.
- Ensuring all work is FCA compliant and professionally managed.
- Collaborating with colleagues to deliver an outstanding client experience.
What We're Looking For:
- Passion and desire to succeed in financial services.
- Strong understanding of the financial planning process.
- Exceptional attention to detail and organisational skills.
- Ability to prioritise and manage workloads effectively.
- Excellent written and verbal communication skills.
- Proactive, positive, and a great team player.
- Strong IT and report-writing skills.
If you're looking for a career, not just a job, and want to be part of a firm that genuinely values your passion and expertise, then we want to hear from you!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
