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For Companies At a Glance
- Tasks: Support advisers and ensure smooth client journeys in financial planning.
- Company: Join TISCO Financial Planning, a respected Chartered firm with a collaborative culture.
- Benefits: Competitive salary, support for professional development, and a chance to take ownership.
- Other info: Opportunity for career growth and genuine support for your development.
- Why this job: Make an immediate impact and enjoy autonomy in a high-performing team.
- Qualifications: Experience in financial planning or IFA administration is essential.
The predicted salary is between 35000 - 37000 £ per year.
Ready to step into a role where you can make an immediate impact? If you've worked in financial planning, IFA administration, or wealth management support — and you know how things should be done — this could be exactly what you're looking for. We're looking for someone capable, confident, and highly experienced. Someone who can come in as a senior IFA administrator, take ownership, and make a difference from day one.
Why this role stands out
- Your level of experience and qualification is trusted from the outset
- You'll play a key role in delivering high-quality client outcomes
- You'll work closely with advisers and be involved in meaningful work
- You'll have autonomy — not micromanagement
- There is genuine support for development and progression
The role
You'll be at the heart of the client journey, supporting advisers and ensuring everything runs smoothly, accurately, and professionally.
Client & Adviser Support
- Preparing documentation and reports for client meetings
- Managing follow-ups and ensuring actions are completed
- Acting as a key contact for clients, providers, and internal teams
Technical & Implementation Work
- Producing suitability reports and supporting recommendations
- Managing fund switches, rebalances, withdrawals and top-ups
- Reviewing portfolios, asset allocations and risk profiles
New Business & Processing
- Handling applications, illustrations and provider liaison
- Ensuring all work is compliant and accurately recorded
Ongoing Client Servicing
- Supporting review processes and maintaining client records
- Keeping systems clean, accurate and up to date
Who this role will suit
- Has solid experience in financial planning / IFA administration / paraplanning
- Understands financial products, platforms and processes
- Is organised, detail-focused and proactive
- Can manage their own workload confidently
- Takes ownership and follows things through properly
Most importantly — you're someone who can hit the ground running and enjoys being part of a professional, high-performing team.
About the company
TISCO Financial Planning Limited is an established firm of Chartered Financial Planners and Employee Benefits consultants. They provide independent advice to individuals, businesses and employees across:
- Investments and wealth management
- Retirement planning
- Mortgages and protection
The focus is simple: deliver high-quality advice, properly, every time.
What's on offer
- Competitive salary (depending on experience)
- Support for CII exams and professional development
- Pay rise £500 per exam passed
- A collaborative, professional working environment
- The opportunity to take real ownership of your role
Apply now
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if the right person is found. If you've got the experience and mindset to make an impact — we want to hear from you.
IFA Administrator in St Albans employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in St Albans
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and IFA administration sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions specific to IFA administration roles. Think about how your experience aligns with the responsibilities mentioned in the job description. We want you to showcase your skills confidently and demonstrate how you can hit the ground running!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your fit for the role. It shows you're genuinely interested and proactive.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job together!
We think you need these skills to ace IFA Administrator in St Albans
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning and IFA administration, showcasing how you've made an impact in previous roles. We want to see how you can bring that expertise to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your achievements and how they align with what we’re looking for. Let your personality come through — we love a bit of flair!
Showcase Your Skills: In your application, don’t forget to highlight your organisational skills and attention to detail. We’re looking for someone who can manage their workload confidently and take ownership of tasks. Make sure we know you’re proactive and ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, platforms, and processes. Being able to discuss these confidently will show that you're not just experienced but also genuinely interested in the role.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed your workload effectively in previous roles. Highlighting your ability to stay organised and detail-focused will resonate well with the interviewers, especially since this role requires a proactive approach.
✨Demonstrate Ownership
Be ready to share instances where you've taken ownership of tasks or projects. This could be anything from managing client follow-ups to ensuring compliance in documentation. Showing that you can follow things through properly will align perfectly with what they're looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.