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Permanent

IFA Administrator

Berkhamsted
money-bag 10000-500000 Annual
3183973461
Posted Today

We are partnering with a highly regarded financial services firm to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn''t hire frequently, offering a genuinely supportive environment where you''ll be a valued part of a close-knit team. If you''re currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships. Why This Role Stands Out This isn''t just another administrative position. You''ll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client base, particularly in areas such as income drawdown and ongoing servicing, you''ll play a key role in delivering a high-quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth. Key Responsibilities Building and maintaining strong client relationships through regular contact and support Liaising with providers, lenders, and solicitors to progress cases efficiently Assisting with product and fund research Producing cashflow models Supporting the preparation of suitability reports (training available if required) ..... full job details .....

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