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Senior IFA Administrator -SJP Partner Practice (Offices near Bishops Stortford), Up to £35,000 (DOE)
Financial DivisionsBishop's Stortford, Hertfordshire, UK12 days ago
Job type
- Full-time
- Part-time
Job descriptionProviding comprehensive admin support to the Advisors Managing and preparing documentation for client meetings Processing new business and liaising with providers Maintaining and updating client records accurately Assisting with compliance requirements and client communications
Full-Time | Salary | Supportive Team & Career Progression
Our client are a successful and friendly St. James’s Place (SJP) Partner Practice based near Stansted, seeking a highly organised and experienced Senior IFA Administrator to join our growing team.
This is a fantastic opportunity for someone who enjoys working in a fast-paced, client-focused environment and is looking for a role with responsibility, variety, and the potential to grow.
What we offer :
- Beautiful offices with on-site parking
- A supportive environment, working alongside 2 Advisors and 2 part-time support staff
- Full-time hours preferred, with flexibility considered following training / probation
- A welcoming, long-standing client base of families, parents, and grandparents
- Career progression and study support available for the right candidate
Your role will involve : Senior IFA Administrator
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Ifa Administrator • Bishop's Stortford, Hertfordshire, UK