IFA Support

IFA Support - Hybrid Role in Berkhamsted

Overview:

An established and growing financial planning business is looking to appoint a capable and proactive IFA Support professional to join their team in Berkhamsted. The firm prides itself on its friendly, collaborative culture and high standards of client service. This is a great opportunity for someone with at least 6 months’ experience in a similar support role within financial services, looking to develop their career in a structured and professional environment.

Key Responsibilities:

• Providing administrative and operational support to financial planners

• Preparing client packs and documentation for meetings

• Maintaining and updating client records and back-office systems

• Liaising with clients and providers regarding policy information and valuations

• Assisting with new business processing, compliance checks, and reporting

Candidate Requirements:

• Minimum of 6 months’ experience in IFA support, pensions admin, investment admin, or life admin

• Strong attention to detail and accuracy

• Excellent organisational and communication skills

• Ability to work well within a team and manage competing priorities

• Experience using back-office systems (e.g. Intelligent Office/XPlan) would be beneficial

Salary & Benefits:

• £30,000 - £35,000 basic salary

• Annual bonus scheme

• 25 days holiday + holiday purchase scheme

• 3x salary life cover

• Company pension scheme

• Hybrid working pattern: Mondays and Fridays from home; Tuesdays, Wednesdays, and Thursdays in the office

Location:

Based in Berkhamsted, Hertfordshire. The firm is open to candidates from nearby counties such as Buckinghamshire and Berkshire, and may also consider London-based applicants happy to commute three days per week.