Ifa Administrator

Capio recruitment is working with a highly respected Financial Planning firm for an exciting opportunity for an IFA Administrator to join. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supporting their clientswith their Pensions, investments, tax planning and wealth management to help reach their clients objectives. The firm is looking for someone who has a keen interest in Financial Planning and will be looking to grow and progress within the company.

You will be working closely with the Paraplanner and Financial Advisers to provide administration support. Some of the day-today include preparing client investment review packs, processing new business, producing valuations, chasing client letters of authorityand day to day communication with clients.

Our client has experienced an impressive year and are looking to grow and expand their business. They are looking to invest in someone who will grow and develop with the business.

What our client will offer you:
Competitive salary

Attractive benefits package

Hybrid working with flexible hours

Ongoing training and development support

Exam support

Required experience:
Experience working within an independent firm

Understanding of using back office systems such as Intelligent Office

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio recruitment