IFA Administrator - Route to Junior Paraplanner; Wealth Management

Position: IFA Administrator - Route to Junior Paraplanner (Wealth Management) - Near
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.