Trainee Ifa Administrator

3 weeks ago


Alton, United Kingdom Capio Recruitment Full time

**Position: Trainee IFA Administrator**

**Location: Alton**

**Salary: Flexible, dependent on experience and skills**

Are you looking to embark on an exciting career in the financial services industry? Do you have a keen interest in helping clients achieve their financial aspirations while working with a highly reputable and multi-award winning Chartered Independent Financial Advisor (IFA) firm? If so, we have the perfect opportunity for you to kick-start your professional journey

**About Us**:
We are a leading Chartered Independent Financial Advisor firm, recognised for our outstanding services and commitment to excellence. Our team of experts is dedicated to delivering tailored financial solutions to our clients, helping them secure their financial future and achieve their goals.

**Job Overview**:
As a Trainee IFA Administrator, you will play a vital role in supporting our experienced team of financial advisors while gaining valuable industry knowledge and experience. This entry-level position offers the chance to develop essential administrative skills and understand the intricate workings of the financial services sector, all within a supportive and growth-oriented environment.

**Key Responsibilities**:

- Assist with administrative tasks to support the day-to-day operations of the firm.
- Process and manage client documentation under the guidance of experienced administrators.
- Learn to handle client inquiries professionally, delivering excellent customer service.
- Collaborate with various teams to ensure efficient workflow and communication.
- Gain exposure to financial products, investment platforms, and financial planning processes.
- Maintain accurate and secure client databases and records.
- Support compliance and regulatory requirements, adhering to industry best practices.

**Requirements**:

- A strong desire to build a career in the financial services industry as an IFA Administrator.
- Strong Administration skills and previous experience as an Administrator.
- Previous experience within the financial services industry is desirable.
- Excellent organizational skills and a keen eye for detail.
- Effective communication skills, both written and verbal.
- A proactive and eager-to-learn attitude.
- A commitment to maintaining confidentiality and data security.

**Benefits**:

- Receive comprehensive training and guidance from experienced professionals.
- Gain valuable experience within a multi-award winning and reputable firm.
- Opportunities for career progression and development within the organization.
- Competitive salary and benefits package.
- Be part of a supportive and dynamic team dedicated to your growth.

**Application Process**:
"INDELOISE"

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Financial planning services
- Flexitime
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Alton



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