IFA Administrator

?IFA Administrator - Part-Time (3-4 Days) Hybrid Working

£30,000 FTE (Pro Rata, £15.50 an hour) + Benefits

Reference: 10281

Location: Cheshunt

Recruit UK are recruiting for a well-established and growing Independent Financial Planning firm who are looking to appoint an IFA Administrator following an internal promotion within the team.

This is a fantastic opportunity to join a collaborative and supportive business that actively promotes internal progression, with a clear structure across advisers, paraplanners, and administration.

The Role:

• Provide administrative support to Financial Advisers and Paraplanners
• Process and submit new business accurately and efficiently
• Manage banking tasks and liaise with providers
• Assist with compliance processes, including secondary sign-off
• Maintain high-quality client records and documentation

What They're Looking For:

• Previous experience within an IFA / Financial Planning environment
• Strong knowledge of new business processing and provider platforms
• Experience with banking and compliance procedures
• High attention to detail and strong organisational skills
• A proactive, team-oriented approach

Salary & Benefits:

• £30,000 FTE (4 days = £24,000)
• 3 or 4 days per week
• 9:00am - 5:30pm
• Hybrid working (40% WFH - typically 1 day per week)
• 25 days holiday + bank holidays (pro rata)
• 8% employer pension contribution
• Private medical cover
• Discretionary bonus

Additional Info:

• Team of 13 including Advisers, Paraplanners, and Administrators
• Strong culture with genuine progression opportunities
• Target start date: 1st May

This role is ideal for an experienced IFA Administrator seeking flexibility, stability, and long-term development within a high-quality financial planning environment.