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: 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 ...
IFA Administrator – Route to Junior Paraplanner (Wealth Management), Near Hemel Hempstead employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
