Job Description
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.