At a Glance
- Tasks: Process new business and support advisers in a dynamic wealth management environment.
- Company: Established IFA firm with a supportive team culture near Hemel Hempstead.
- Benefits: Competitive salary, hybrid working, life cover, and full exam support.
- Other info: Great working environment with opportunities for professional growth.
- Why this job: Kickstart your career in finance with clear progression to Junior Paraplanner.
- Qualifications: 2 years' IFA administration experience and confidence with CRM systems.
The predicted salary is between 30000 - 35000 £ per year.
Location: Near Hemel Hempstead (Hybrid working available after training/probation)
Salary: GBP30,000 - GBP35,000 (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:
- GBP30,000 - GBP35,000 DOE
- 4% Employer Pension (salary sacrifice)
- Life Cover (3 x salary)
- Hybrid working after training
- Full exam support (CII up to Level 4 Diploma)
IFA Administrator - Route to Junior Paraplanner (Wealth Management), in Kings Langley employer: Financial Divisions
Join a well-established IFA firm near Hemel Hempstead, where you will be part of a supportive team that values your growth and development. With excellent benefits including hybrid working options after training, a competitive salary, and full exam support towards your Level 4 Diploma, this role offers a fantastic opportunity for career progression in a dynamic wealth management environment.
