IFA Administrator – Financial Services

About the role

We are seeking an experienced IFA Administrator to join a close‑knit financial services team in Berkhamsted. You will support advisers, manage client relationships and ensure smooth processing of new business and ongoing servicing.

Key responsibilities

• Build and maintain strong client relationships through regular contact and support.
• Liaise with providers, lenders and solicitors to progress cases efficiently.
• Assist with product and fund research and produce cash‑flow models.
• Support preparation of suitability reports and manage new‑business processing to completion.
• Maintain accurate, compliant client files and update CRM systems.
• Handle mortgage documentation, coordinate applications and support ongoing client servicing.
• Manage client reviews, prepare review suitability letters and perform general administrative duties.
• Assist wider team functions, including occasional IT coordination and CPD attendance.

Required profile

• Previous experience within a financial advisory practice.
• Strong knowledge of pensions and investments administration.
• Highly organised with excellent attention to detail.
• Team player with a client‑focused communication style.
• Enthusiastic, proactive and keen to develop professionally.

Required skills

• Pensions administration
• Investments administration
• Mortgage documentation handling
• Cash‑flow modelling
• CRM system management

What we offer

• Competitive salary (£27,000‑£35,000 per year).
• Pension scheme.
• Friendly, close‑knit team environment.
• Opportunities for growth and professional development.