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Financial Planning Assistant

2 months ago

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

Capio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As an IFA Administrator, you will play a vital role in supporting the firm's paraplanners and financial planners with administrative duties, ensuring a high-quality service to clients.

Key Responsibilities:

  • Process new business, illustrations, and fact finds
  • Liaise with providers and deal with clients regularly
  • Support the technical back office team
  • Assist with pension reviews and cash-flow modelling

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
  • Strong attention to detail and numerical skills
  • Good understanding of the FCA and how a Financial services firm operates

About the Firm:

Capio Recruitment Financial Planning is a forward-thinking Independent Financial Planning firm based in Milton Keynes. They specialize in providing tailored solutions to clients across various advice areas, including pensions, investments, protection, and corporate employee benefits.

Why Join Us:

As an IFA Administrator at Capio Recruitment Financial Planning, you will be part of a friendly and outgoing team, working closely with paraplanners and administrators to deliver exceptional client service. If you are interested in this opportunity, please get in touch with us at Capio Recruitment Financial Planning.