IFA Administrator: Proactive Advisor Support (Hybrid)

IDEX Consulting; Borehamwood; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Advisory group in Borehamwood is looking for an IFA Administrator. The role involves supporting Financial Advisors, managing client meetings, and maintaining databases. The position offers a hybrid working pattern and includes study support. Benefits include private medical insurance, a discretionary annual bonus, and increasing holiday entitlement based on service. Join an inclusive culture focused on fairness and authentic representation.

Benefits

Private Medical Insurance

Group Income Protection

Employee Assistance Programme

Medicash (healthcare cash back plan)

Pension 5% employer contribution

25 days + 8 bank holidays

Qualifications

• Experience supporting Financial Advisors in an administrative role.
• Ability to manage multiple tasks and client relationships.
• Strong organizational skills and attention to detail.

Responsibilities

• Work closely with Financial Advisors to offer pro‑active support.
• Manage diaries and arrange client meetings.
• Liaise with affluent clients to ensure a smooth process.
• Prepare meeting packs prior to client meetings.
• Raise invoices where required.
• Maintain database management.

Skills

Diary management

Client liaison

Database management

Pro‑active support

Job description

A leading Financial Advisory group in Borehamwood is looking for an IFA Administrator. The role involves supporting Financial Advisors, managing client meetings, and maintaining databases. The position offers a hybrid working pattern and includes study support. Benefits include private medical insurance, a discretionary annual bonus, and increasing holiday entitlement based on service. Join an inclusive culture focused on fairness and authentic representation.