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Financial Planning Administrator
2 months ago
Job Summary:
We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will play a crucial role in supporting our financial planners and paraplanners with a variety of clients.
About the Role:
This is an exciting opportunity to join a well-established financial planning firm with a strong reputation for putting clients' needs first. You will be responsible for providing administrative support to our financial advisors, including managing client data, preparing reports, and maintaining accurate records.
Key Responsibilities:
- Provide administrative support to financial planners and paraplanners
- Manage client data and maintain accurate records
- Prepare reports and presentations for clients and stakeholders
- Develop and maintain knowledge of financial products and services
- Work collaboratively with the team to achieve business objectives
Requirements:
- Experience working in a financial services firm, preferably in a financial planning role
- CF1, R01, or equivalent qualification desirable
- Excellent communication and interpersonal skills
- Ability to work well under pressure and meet deadlines
- Strong organizational and time management skills
What We Offer:
We offer a competitive salary and benefits package, as well as opportunities for professional development and career growth. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
