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IFA Administrator

2 months ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time
Exciting Opportunity for IFA Administrator

Capio Recruitment is working with a highly respected financial planning firm in Nottingham, seeking a driven and dedicated IFA Administrator to join their expanding team.

The ideal candidate will have experience within a Financial Services firm, understanding of back-office systems, and excellent communication skills. They will be responsible for processing new business, producing valuations, updating platforms, and day-to-day communication with clients.

The firm offers a comprehensive training structure and exams support to assist the candidate's development within their career. They prioritize growing and developing talent, providing a family feel environment with regular social events.

Key benefits include:

  • Competitive salary
  • Flexible working arrangements, including working from home on Mondays and Fridays
  • Progressive company with a social and supportive office environment
  • Attractive benefits package
  • Dynamic workplace with opportunities for development and experience

Required skills and experience:

  • Experience within a Financial Services firm
  • Understanding of back-office systems such as Intelligent Office (desired)
  • Excellent communication skills
  • Ambitious individual looking to develop their financial planning career

To discuss this opportunity further, please contact one of our Financial Planning team specialists at Capio Recruitment.