Ifa Administrator

**Job Title -IFA Administrator**

**Location - Peterborough**

**Salary - Negotiable**

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 Peterborough, due to impressive growth in recent years. The firm prides themselves on their 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 communication with clients, you will be stepping into the forefront of financial planning.

Our client is based in a rural location and have great flexibility with working hours and home/office-based working. So if you are looking for a welcoming and friendly environment, helping provide a great service to the clients, this could be a great opportunity for you.

**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

“INDDAN”

**Salary**: From £22,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: Hybrid remote in Peterborough