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.
Pay: £25,000.00-£30,225.00 per year
Work Location: Hybrid remote in Waltham Cross EN8 7AF
