Ifa Administrator

4 days ago


Haywards Heath, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: IFA Administrator**

**Location: West Sussex**

**Salary: Up to £28,000**

**The Company**:
A fantastic opportunity to join a Chartered Independent Wealth Management firm based in West Sussex who offer bespoke financial planning advice. For them development and progression is very important to them and they ensure every member of staff has thebest opportunity to thrive.

The purpose of the role will be to be provide full administrative support to their team of experienced advisers and assisting them with day-to-day client management. A great opportunity for someone to start their career within financial planning or buildon their pre-existing experience.

**Responsibilities**:

- Liaising with providers on a regular basis
- Maintaining and updating back office systems and ensuring knowledge of these systems are kept up to date at all times
- Processing and submitting new business
- Preparing files for annual and quarterly review meetings
- Data extraction, checking and analysis
- Other ad hoc duties

**The Required Skills**:

- Proficiency using IT systems and back office systems
- Strong understanding of financial products
- Ability to multitask and manage a busy workload
- Strong analytical and numerical skills
- Previous experience in an IFA admin role is desirable

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

"INDSAM"


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