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IFA Administrator

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Heat Recruitment
📍 Berkhamsted, United Kingdom
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Location Berkhamsted
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Posted May 29, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Location

Berkhamsted

Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89814

Job Title: IFA Administrator


Location: Hertfordshire (Office-based, but Hybrid after training)

Salary: Up to £35,000 (DOE)

Job Type: Full-time, Permanent


About the Role:


A rapidly growing financial planning firm based in Hertfordshire is seeking an experienced IFA Administrator to join their busy team. This is a fantastic opportunity for someone who enjoys working in a fast-paced, supportive environment and is looking for a long-term career in administration.


Key Responsibilities:

  • Provide administrative support to Financial Advisers and Paraplanners
  • Prepare and process client documentation and reports
  • Maintain accurate records
  • Liaise with providers and clients to ensure smooth case progression
    <...
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    📍 Location Details

    🌆
    City
    Berkhamsted
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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