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Ifa Administrator

2 months ago


Kidlington, United Kingdom Capio Recruitment Full time

_**Job Title: IFA Administrator**_
- **Location: Oxford**_
- **Salary: £25,000 - £30,000, dependent on experience and skills**_

**Could you be the one?**

Are you passionate about all things admin? Do you embrace personal growth, change and technology?

Do you have:

- At least 2 years working within an independent financial planning environment, with at least 1 year experience of dealing on platforms?
- Excellent knowledge of Financial Services Products? Excellent attention to detail?
- Ability to show initiative, work independently and keep up?

Are you highly organised and thorough while remaining innovative and open to change?

Our client is offering the opportunity to be part of a small but mighty team of like-minded people where you can really make a difference. You'd be responsible for Business Processing, Client Servicing and Preparation of Annual Planning Meetings as well as other general admin tasks.

**Our Passion**

Our client are a trusted, reliable brand that is financially successful and does the right thing by their clients, so they can always look people in the eye.

Our client's focus is to be their clients' trusted, "go to company", making a positive impact on their lives, empowering them to live their lives financially secure, without fear.

Our client lives by their core values and they want to hear from you if you believe in them too Here they are:

- Treat every client as if they're our only client
- Treat everyone with respect and integrity
- Don't over promise
- Friendly & Caring
- Profitable (& financially secure)

**What's in it for you?**

Their office is based in a small town just outside of Oxford, where green space with wildlife is a 10 minutes' walk away
- perfect for a lunch break to recharge your batteries.

There's also a free well-equipped outdoor gym within 3 minutes' walk from the office if you prefer a more active way to clear your head.

Their office is new and smart, but you can also work from home due to their hybrid working policy.

Their staff's wellbeing is a priority: they regularly have walking 1:1 meetings, team challenges, and discussions around healthy lifestyle.

The benefits package is attractive too They offer a competitive salary and benefits based around what's important to you.

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Reference ID: 35939

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