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

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.