Technical Ifa Administrator

4 months ago


Coventry, United Kingdom Capio Recruitment Full time

**Job Title - Technical Administrator**

**Location - Solihull**

**Salary - £28,000 - £35,000**

Capio Recruitment is working with an award-winning financial planning firm on an exciting opportunity for a technical administrator to join a boutique practice in solihull. The firm puts their clients at the forefront of the business, with an individual financial roadmap to every person who walks through the door.

The role itself will be supporting the growing team with vast financial services experience. This position is for a technical administrator to join their team with duties consisting of suitability report writing, product/investment research and cash flow modelling, being a key part of the advice process.

**What our client will offer you**:

- Competitive salary - £28,000 - £35,000
- Progressive company with a social and supportive office environment
- Attractive benefits package, including an annual bonus
- Dynamic workplace with key development and experience

**Required experience**:

- Experience within an IFA Firm (required)
- Understanding of back-office systems such as Intelligent Office
- Level 4 diploma in regulated financial planning

To discuss this opportunity at length, please contact Aleisha at Capio Recruitment

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

**Salary**: £28,000.00-£38,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Private medical insurance

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Coventry: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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