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IFA Administrator - Route to Junior Paraplanner; Wealth Management
Job in
Hemel Hempstead, Hertfordshire, HP3, England, UK
Listed on 2026-09-13
Listing for:
Financial Divisions
Full Time
position Listed on 2026-09-13
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
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.
- Minimum 2 years' IFA administration experience.
- Confident using provider platforms and CRM systems.
- Knowledge of FE Analytics, Defaqto or Cashcalc advantageous (training available).
- £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)
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