Job Details

IFA Administrator - Welwyn

Sector:Financial Services

Region : East of England

Location: Welwyn

Salary: £20k - £25k + study support

Job Ref.: SB-IFAEAST

Job Information

A fantastic opportunity has arisen to work for a thriving and expanding financial planning practice based in Welwyn, Hertfordshire. The successful candidate will be responsible for the provision of full pre and post advice administration and report writing. Previous experience providing technical administrative support to IFAs is essential as is exposure to investments, pension and protection business in an independent and regulated environment. Excellent communication skills, verbal and numerical ability are a must as is a keen eye for detail. Progress towards financial planning qualifications is preferred although not essential.

• Diary management for IFA's and booking in review and new business appointments.
• Preparing client packs prior to meetings on behalf of advisers, obtaining portfolio valuations, quotations and illustrations in relation to mainly pensions but also investments and protection business.
• Processing new business.
• Inputting client information and fact find data onto systems.
• Assisting with suitability reports.
• Processing of business via a number of means.
• Answering the telephone and other ad hoc basic office and administrative tasks.
• To work on own initiative with minimal supervision, assisting advisers to move the business forward.


The Client would be able to support the candidate through their professional development to either Chartered Status for Paraplanning which depends on the candidate’s ambition.