IFA Administrator – Route to Junior Paraplanner (Wealth Management), Near Hemel Hempstead
other jobs Financial Divisions
Added before 7 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job descriptionIFA 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 exam support (CII up to Level 4 Diploma)
For further information please email Sam at Financial Divisions.
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 exam support (CII up to Level 4 Diploma)
For further information please email Sam at Financial Divisions.
Job number 3955725
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