Job Description
IFA Administrator to Paraplanner – Full Study Support
Salary up to £35,000 + Excellent Benefits + Hybrid Working + Full Study Support
One of our well-established and highly regarded clients in Hemel Hempstead is looking to welcome an experienced IFA Administrator to their growing team.
This is a firm that genuinely values its people. They have built their reputation on long-standing client relationships, meticulous advice standards and creating a supportive, down-to-earth working culture. With continued growth and a steady stream of new business, they are now looking for an IFA Administrator who can hit the ground running and become an integral part of their day-to-day advisory support function.
The Opportunity
This is not a “sit in the corner and just process paperwork” role. They are looking for someone with at least 2 years’ experience within an IFA practice, who understands how advice firms operate and enjoys being at the heart of the action. As an IFA Administrator, you’ll be supporting advisers with:
* Processing new business across multiple providers
* Fund switches, withdrawals, and general servicing requests
* Managing pipelines and ensuring cases progress smoothly
* Maintaining and updating client records
* Supporting advisers with day-to-day advice administration
Experience using platforms such as Aviva, Fidelity, Prudential, Aegon and Quilter would be ideal, as you’ll be navigating a range of provider systems confidently and efficiently.
Ideally, you’ll have experience using a CRM system within a financial planning environment. That said, if you’ve worked with a different system and are generally comfortable picking up new technology, full training will be provided on the firm’s internal systems. Experience with tools such as FE Analytics, Defaqto and/or Cashcalc would certainly be an advantage — but again, support and training are available for the right person.
Who They’re Looking For
You’ll be someone who has solid experience within an IFA environment, is organised, proactive and detail-focused, and you understand the importance of client service and timely processing. You will also be someone who wants to be managing multiple cases at different stages. Our client is looking for an IFA Administrator who:
* Understands the importance of client service and timely processing
* Can manage multiple cases at different stages
* Wants to continue developing professionally
Whether or not you’re already studying towards your CII Level 4 Diploma, they will fully support you through it, including study material and examination costs.
What’s On Offer
* Salary of £30,000 – £35,000 depending on experience
* Auto-Enrolment Pension (4% Employer / 4% Employee via Salary Sacrifice)
* Life Cover (3x Salary)
* Hybrid working (following probation/training period)
* Holiday Purchase Scheme
* Staff Referral Scheme
* Employee Assistance Programme
* Full financial support for CII exams up to Level 4 Diploma
Why This Role?
This is an excellent opportunity for someone who enjoys being relied upon, who takes pride in accuracy and efficiency, and who wants to be part of a professional yet friendly team where your contribution genuinely matters.
If you’re looking for a stable, growing firm where you can develop your technical knowledge, gain qualifications and build a long-term career within financial services – this could be a very smart move.
If you’re interested in this opportunity, please send your CV to Harry at Financial Divisions