IFA Administrator

3 days ago


Leicester, Leicester, United Kingdom Capio Recruitment Full time
Job Title: IFA Administrator

Location: Leicester

Salary: £24,000 - £28,000 (experience dependent)

Capio Recruitment is working with a well-established IFA firm in Leicester, providing client-centered excellence for over 40 years. They believe in thriving together, creating an enjoyable environment for their team and clients alike.

This firm is seeking an ambitious and driven IFA Administrator to join their client support team, providing invaluable support to the paraplanning and advice team, ensuring regulatory requirements are met, and business risk is mitigated.

Your Key Responsibilities:

  • Prioritize and organize workload to meet deadlines
  • Effectively communicate with clients, advisers, and product providers to maintain relationships
  • Proficient data and IT skills, working with a high level of accuracy and efficiency
  • Experience working in a financial planning firm
  • Experience using Intelliflo and/or The Openwork Partnership's ConcertHub system (desired)

What We Offer:

  • Competitive salary
  • Workplace pension
  • Great holiday offering
  • Buy or sale of 5 days holiday per year
  • Private Medical Scheme
  • Hybrid and flexible working
  • Exam funding and support
  • Discounts on professional services

Get in Touch: If you would like to hear more, please contact us at Capio Recruitment.


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