Ifa Administrator

**Job Title**: Financial Planning Administrator

**Location**: Near Banbury, Oxfordshire

**Salary**:Starting from £30,000 - DOE

**About the firm**:
Capio Recruitment is working with a leading and highly successful IFA firm located near Banbury, Oxfordshire. With a commitment to providing tailored financial planning and investment solutions to their valued clients, they have earned a reputation for excellence in the industry. As they continue to grow, they are seeking an experienced Financial Planning Administrator to join their dedicated team.

**Position Overview**:
As a Financial Planning Administrator, you will play a crucial role in supporting the financial advisers in delivering exceptional service to clients. You will be responsible for a wide range of administrative tasks, ensuring that the operations and administration runs smoothly and efficiently.

**Key Responsibilities**:

- Assist financial advisers with client onboarding and paperwork, ensuring all documentation is accurate and compliant.
- Processing new business file checks inc. suitability report check
- Process Manual - maintaining/streamlining existing and implementing new processes
- Maintain client records and databases with meticulous attention to detail.
- Liaise with clients and providers to handle queries and requests professionally.

**Qualifications**:

- Proven experience as a Financial Planning Administrator within the financial services industry.
- Knowledge of financial products, investment platforms, and regulatory requirements.
- Strong organisational skills and exceptional attention to detail.
- Excellent communication skills, both written and verbal.
- A proactive and positive attitude, with the ability to work both independently and as part of a team.

**What do we offer in return?**
- Competitive salary and benefits package.
- Opportunities for professional development and advancement.
- A supportive and collaborative team environment.
- The chance to work with a successful and respected IFA firm.

Benefits;
- Salary starting from £30,000 DOE
- Health care cash back plan
- Pension scheme
- Staff events and team lunches
- Charitable event participation
- 20 days holiday plus bank holidays and extra days to allow office close down between Xmas and New Year
- Top level IT and high end working conditions in a rural setting
- Annual appraisals with bonus linked to performance
- Christmas bonus
- Ongoing staff training and paid for study material, exams, one resit and free study leave
- Working from home options

**How to Apply**:

- "INDELOISE"_

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

**Salary**: £30,000.00-£33,000.00 per year

**Benefits**:

- Company pension
- Health & wellbeing programme
- Life insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Work Location: Hybrid remote in Banbury