Financial Planning Administrator

2 days ago

Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full time
IFA Administrator Opportunity

Capio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As a key member of the paraplanners and administrators, you will provide high-quality administrative support to deliver exceptional client service.

Key Responsibilities:

  • Support paraplanners and financial planners with administrative duties, including processing new business, illustrations, and fact finds.
  • Liaise with providers and deal with clients regularly, ensuring seamless communication and service delivery.
  • Contribute to a friendly and outgoing team, working collaboratively to provide a high-quality service to clients.

Requirements:

  • R01, CF1, or equivalent is desirable.
  • Experience in providing administrative support within a Wealth Management or Financial Planning firm.
  • A professional and personable communicator who is comfortable dealing with clients.
  • Strong attention to detail and a good level of numerical skills.
  • A good understanding of the FCA and how a Financial services firm operates.

If you are interested in this opportunity, please get in touch with us at Capio Recruitment Financial Planning.

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