IFA Administrator – Route to Paraplanner – Wealth Management, Near Bushey, £30,000 – £33,000 +...

IFA Administrator – Route to Paraplanner – Wealth Management

Location: Offices Near Bushey (Office-based, 5 days per week)

Salary: £30,000 – £33,000 + benefits

Our client, a highly regarded Independent Financial Adviser (IFA) firm based near Watford, is seeking an experienced and technically capable IFA Administrator. This is a fantastic opportunity for someone with strong industry knowledge who is confident supporting advisers with technical administration and report writing. The firm offers a professional working environment, excellent benefits, and clear career progression.

Key Responsibilities:

• Drafting and preparing suitability reports across pensions, investments, and protection.
• Providing technical support to advisers in relation to client recommendations.
• Maintaining accurate client records using back-office systems (XPLAN – training provided).
• Ensuring compliance standards are met throughout the advice process.
• Liaising with clients and providers to obtain relevant information and documentation.
• Supporting advisers in the preparation of client meetings and reviews.

Candidate Profile:

• Minimum of 12 months IFA administration experience, with exposure to suitability report writing.
• Strong technical knowledge of pensions, investments, and protection products.
• Experience using provider platforms and CRM/back-office systems (XPLAN experience desirable).
• Excellent written and verbal communication skills, with strong attention to detail.

Benefits:

• Salary: £30,000 – £33,000 (DOE).
• Employee Assistance Programme.
• Full financial exam support (CII qualifications up to Level 4 Diploma).
• Supportive team environment with opportunities for progression.

For further information please email Sam at Financial Divisions.