IFA Administrator / Wealth Planning Administrator

Location: Borehamwood

Salary: £26,000 – £40,000 depending upon qualifications

Are you an IFA Administrator looking for your next role?

  • Do you feel that you are underpaid or undervalued working for a larger IFA?
  • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
  • Would you like to work for a firm that offers two additional bonuses?

If so, we can help

Company/Role Information

  • Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
  • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
  • Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
  • The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports


  • Minimum 1 year’s experience working as an IFA Administrator
  • Excellent attention to detail and competent on CRM systems
  • Ideally you will already have started your Diploma or looking to complete
  • Fantastic telephone manner and strong inter-personal and relationship building skills

So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail