IFA Administrator - Route to Junior Paraplanner (Wealth Management), Near Hemel Hempstead

IFA Administrator – Route to Junior Paraplanner (Wealth Management)

Location: Near Hemel Hempstead (Hybrid working available after training/probation)

Salary: £30,000 – £35,000 (DOE)

Our client, a well-established IFA firm near Hemel Hempstead, is seeking an experienced IFA Administrator to join their supportive team. This role offers excellent benefits, a great working environment, and clear career progression opportunities.

Responsibilities include:

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• Processing new business, fund switches, withdrawals and policy servicing across multiple providers (Aviva, Fidelity, Prudential, Aegon, Quilter etc.).
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• Maintaining client records on back-office systems (XPLAN training provided).
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• Supporting advisers with valuations, reports and compliance administration.
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• Liaising with clients and providers to deliver excellent service.
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Requirements:

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• Minimum 2 years’ IFA administration experience.
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• Confident using provider platforms and CRM systems.
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• Knowledge of FE Analytics, Defaqto or Cashcalc advantageous (training available).
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Benefits:

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• £30,000 – £35,000 DOE
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• 4% Employer Pension (salary sacrifice)
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• Life Cover (3 x salary)
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• Hybrid working after training
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• Full exam support (CII up to Level 4 Diploma)
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For further information please email Sam at Financial Divisions.