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Permanent

Financial Administrator - (Wealth Management), Near Hemel Hempstead, £30,000 - £35,000 (DO

Hemel Hempstead
money-bag 30000.00-30000.00 Annual
3085440782
Posted Today

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 DOE4% Employer Pension (salary sacrifice)Life Cover (3 x salary)Hybrid working after trainingFull exam support (CII up to Level 4 Diploma)For further information please email Sam at Financial Divisions.

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