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

Financial Divisions
Posted 8 hours ago, valid for 23 days
Location

Bishop's Stortford, Essex CM22 7DG, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client is a St. James’s Place Partner Practice near Stansted seeking a Senior IFA Administrator with a salary of up to £35,000 depending on experience.
  • The role requires previous experience in an IFA or SJP environment, emphasizing a strong understanding of financial services processes.
  • Candidates should be highly organized, detail-oriented, and confident communicators with a proactive approach.
  • The position offers a supportive team environment, opportunities for career progression, and study support for the right candidate.
  • Interested applicants are encouraged to send their CV to Sam Negbenebor at Financial Divisions to join a firm that values contributions and professional growth.

Full-Time | Salary Upto £35,000 (DOE)| 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.