IFA Administrator – Route to Junior Paraplanner (Wealth Management), Near Hemel Hempstead

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 exam support (CII up to Level 4 Diploma) For further information please email Sam at Financial Divisions.