IFA Administrator - Route to Junior Paraplanner (Wealth Management)
Location: Near Hemel Hempstead (Hybrid working available after training/probation)
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:
- Process new and existing business
- Effectively onboard all new clients
- 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).
- 4% Employer Pension (salary sacrifice)
- 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
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Finance Administrator in Hemel Hempstead employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
