Ifa Administrator

**Job Title: IFA Administrator**

**Salary: £25,000 - £30,000**

**Location: West Wiltshire**

A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong presence within the industry and pride themselves on their committed services.

This company provide advice across a diverse range of case types to both private individuals and corporate clients on cases such as Pensions, Investments, Tax Planning and Protection. With this in mind, the role will be very varied and ideally looking foran individual who can fit within this and employ their technical knowledge.

**The Role**:
As an IFA Administrator you will be directly supporting the Financial Planners and Paraplanners of the business, with duties including valuations, pre
- and post-meeting administration, communicating with providers, completing ad-hoc client requests regardingthe products they have through the firm, and liaising with the client at every step to make sure they have a smooth experience.

Our client has an extensive benefits package with include discretionary bonus, hybrid working, exam support, and competitive annual leave.

**The Required Skills**:

- Experience in an IFA Administrator role
- An in-depth knowledge of investments, pensions, and protection
- Ambitious individual looking to join a well-established Financial Planning firm.
- Excellent communication and client skills
- Experience using back-office systems (Intelligent Office preferred)

**If you are interested in hearing more about this position, please get in touch with us at Capio.**

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