Senior IFA Administrator -SJP Partner Practice (Offices near Bishops Stortford), Up to £35,000 (DOE) - Financial Divisions : Job Details

Senior IFA Administrator -SJP Partner Practice (Offices near Bishops Stortford), Up to £35,000 (DOE)

Financial Divisions

Job Location : Bishop's Stortford, UK

Posted on : 13/06/2025 - Valid Till : 25/07/2025

Job Description :

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

  • Providing 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

About you: Senior IFA Administrator

  • Previous experience in an IFA or SJP environment is essential
  • Strong understanding of financial services processes and terminology
  • Highly organised with excellent attention to detail
  • Confident communicator with a proactive approach
  • Comfortable using back-office systems (e.g. Salesforce, Intelligent Office)

This is a key role in a close-knit and professional team. If you’re an experienced administrator looking to step into a senior role where your contributions are truly valued, we’d love to hear from you.

Apply today and become part of a supportive firm where people and progress matter.

Please send CV to Sam Negbenebor at Financial Divisions.

Salary : 30000 - 35000

Apply Now!

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