Senior Ifa Administrator

4 days ago


Exeter, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title - Senior IFA Administrator**

**Location - Exeter**

**Salary - £27,000 - £32,000**

Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of puttingtheir clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions.

The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties include helping to support the head of administration to manage a team of administrators,ensuring workloads are met. Other responsibilities include gathering data, processing new business, issuing letter of authority, client file preparation and provider liaison.

This role would really suit someone who is looking to take the next step and progress into a more senior position and be a key component, supporting the advice process in every element. With a small, experienced team who have a great reputation, it wouldbe a great opportunity for a likeminded individual.

**What our client will offer you**:

- Competitive salary based on experience
- Attractive benefits package
- Working closely with experienced professionals
- Ongoing training and development
- Exam support and opportunity for progression
- Additional opportunities for bonuses

**Required experience**:

- Strong work ethic with an attitude to succeed
- Previous experience working as a Financial Planning Administrator
- Key understanding with the full range of financial products
- Approachable, professional, and ambitious
- Proficient in systems such as Microsoft 365 and Intelligent Office
- Industry relevant qualifications desirable

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment


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