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

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.