IFA Administrator to Paraplanner - Hemel Hempstead - up to £35,000 + Excellent Benefits
IFA Administrator to Paraplanner - Full Study SupportSalary up to £35,000 + Excellent Benefits + Hybrid Working + Full Study SupportOne 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 OpportunityThis 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 providersFund switches, withdrawals, and general servicing requestsManaging pipelines and ensuring cases progress smoothlyMaintaining and updating client recordsSupporting advisers with day-to-day advice administrationExperience 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
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