Senior Ifa Administrator

4 weeks ago


Fareham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

_**Job Title: Senior IFA Administrator**_
- **Location: Portsmouth area**_
- **Salary: £28,000 - £32,000 DOE**_

**About the firm**

Our client is a successful family run IFA firm based in the Portsmouth area who have an emphasis on their personal and transparent approach to their clients. They have been running for over 20 years and pride themselves in providing reliable and honest adviceto professional people, individuals and business owners.

In recent years our client have gone from strength to strength, expanding their current team and acquiring other firms in the local area, working together with clients from all around the local area, across Hampshire, Dorset and Sussex.

**The role**

A fantastic opportunity has arisen within the firm for an experienced IFA Administrator to join an equally highly experienced team where you will be responsible for providing administrative support across the organisation, co-ordinate and organise betweenClient, Financial Planner and Paraplanning teams ensuring the client is serviced to an extremely high level.

If you have experience in a similar role in Financial Services and want to work in a small and tight knit Financial Planning team; want to be involved in all aspects of the business; learning and shaping the way we care for our clients; want to learn froman experienced team with progression opportunities for the right individual - we would love to hear from you

**What is on offer?**

A generous basic salary and benefits package is available with this role, including the following;
- Profit Share Scheme
- Private Medical Insurance
- Company Pension
- 20 Days holiday per annum, increasing with length of service after 2 years with an additional day each year to a maximum of 27 days (plus bank holidays)
- Time off between Christmas and New Year not using holiday entitlement
- Sponsored study
- Flexible working



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