+ Study Support + Excellent Benefits, Supportive culture &Career Growth


Join an award-winning financial planning firm near Harpenden as an IFA Administrator. This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team.
You’ll play a key role in ensuring the smooth running of client processes — from preparing reports and managing meetings to liaising with clients, providers, and advisers — helping deliver exceptional financial planning support.
Key Responsibilities:
*Prepare client documents, review packs, and reports
*Manage adviser diaries and client review meetings
*Process Letters of Authority and maintain accurate records in iO
*Liaise with clients and providers professionally and efficiently
*Ensure compliance and client data are up to date
Key Skills & Attributes:
*Excellent attention to detail and organisation
*Strong written and verbal communication
*Proficiency in iO and Microsoft Office
*Team-focused, proactive, and client-driven
If you’re looking to develop your career with a respected and growing firm that values collaboration and excellence, we’d love to hear from you.
Please contact Sam at Financial Divisions.