Finance Administrator

Job in Hemel Hempstead, Hertfordshire, HP3, England, UK

Listing for: Financial Divisions

Full Time position
Listed on 2026-08-28

Job specializations:

Finance & Banking
Office Administrator/ Coordinator, Finance Assistant

Salary/Wage Range or Industry Benchmark: 25000 - 35000 GBP Yearly GBP 25000.00 35000.00 YEAR

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

#J-18808-Ljbffr

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