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.
IFA Administrator - Route to Junior Paraplanner (Wealth Management) - Near Hemel Hempstead employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
