Career Financial Administrator seeking more technical exposure
Job Type: Full-time, Permanent
The Opportunity
Are you an experienced Financial Administrator looking for a stable, friendly, and well-run IFA firm?
Has your current firm been acquired, and you’ve noticed a shift in culture or ways of working? Are you looking to join a boutique, independent business that values its people and has no plans to sell to a consolidator?
If so, this could be an excellent opportunity to continue your career in a supportive and professional environment.
A well-established and organically growing Independent Financial Adviser (IFA) firm with offices near Hitchin is seeking an experienced Financial Administrator with strong pension transfer experience to join their team.
This role is ideal for someone who enjoys the administrative and operational side of financial planning and wants to be part of a collaborative, close-knit team.
The Role
Working closely with Financial Planners and the wider support team, you will play a key role in delivering high-quality client service and supporting pension and investment advice processes.
Key Responsibilities
• Manage pension transfer and pension administration cases from start to finish
• Liaise with providers, clients, and advisers to obtain information and progress cases
• Prepare documentation for new business, reviews, and recommendations
• Support advisers with client meeting preparation and follow-up actions
• Complete relevant trades and assist with portfolio rebalancing
• Execute new business investment instructions
• Work closely with the Investment Manager
• Prepare information for monthly investment meetings
• Maintain accurate client records using back-office systems
• Ensure all work is completed in line with FCA and internal compliance standards
• Provide general administrative support to the advisory team
Skills & Experience Required
• Previous experience in a Financial Administrator / IFA Administrator role
• Strong experience dealing with pension transfers and pensions administration
• Experience working within an IFA, wealth management, or financial planning firm
• Strong organisational skills and excellent attention to detail
• Good written and verbal communication skills
• Ability to manage multiple cases and deadlines effectively
• Comfortable working as part of a team in a collaborative environment
• Experience using systems such as Intelligent Office / Intelliflo and Genovo would be advantageous
• Knowledge of research tools such as Morningstar or FactSet would be beneficial
Qualifications
• Industry qualifications (CII / CISI) are beneficial but not essential
What’s on Offer
• Salary up to £40,000 depending on experience
• Pension scheme and holiday entitlement
• Friendly, professional, and supportive team environment
• Stable, independent firm with a long-term outlook
• Opportunity to be part of a respected and growing IFA business
Why Apply?
If you are an experienced Financial Administrator looking for a role within a genuinely supportive and independent firm where you can focus on delivering quality work as part of a great team, this is an excellent opportunity.
Contact Sam at Financial Divisions.