Ifa Administrator
1 month ago
Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Stoke-on-Trent, due to impressive growth in recent years. The firm prides themselves ontheir service to their clients, specialising in providing financial advice to high-net-worth individuals.
As an IFA Administrator, you will be joining their expanding team providing administration to the Financial Advisers and Paraplanners. With duties consisting of processing new business, producing valuations, updating platforms and day to day communicationwith clients, you will be stepping into the forefront of financial planning.
Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talentwhilst providing a family feel environment, with regular social events.
Our client had experienced an impressive year and are looking to grow and expand their business. They are looking to invest in someone who will grow and develop with the business.
What our client will offer you:
Competitive salary
Progressive company with a social and supportive office environment
Attractive benefits package
Dynamic workplace with key development and experience
Hybrid working approach
Required experience:
Experience within a professional services firm
Understanding of back-office systems such as Intelligent Office
Ambitious individual looking to start their financial planning career
Excellent communication skills
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
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