IFA Administrator – Route to Junior Paraplanner (Wealth Management), Near Hemel Hempstead (Hybrid working available)

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IFA Administrator – Route to Junior Paraplanner (Wealth Management), Near Hemel Hempstead (Hybrid working available)

Location: Hertfordshire

Job Ref: SN

Salary: £30,000 – £35,000 (DOE)

Work From Home option: Yes

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:

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

Requirements:

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

Benefits:

  • £30,000 – £35,000 DOE
  • 4% Employer Pension (salary sacrifice)
  • Life Cover (3 x salary)
  • Hybrid working after training
  • Full exam support (CII up to Level 4 Diploma)

 

For further information please email Sam at Financial Divisions at samn@financialdivisions.co.uk

FA Administrator - Hemel Hempstead - (SN)

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