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East Midlands IFA Manager

2 weeks ago


Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

We are excited to announce a fantastic opportunity for an experienced Senior IFA to join our prestigious clients' team in the East Midlands

This renowned Chartered, Award-Winning IFA firm is committed to providing exceptional financial advice and is seeking a highly skilled professional to manage client relationships and contribute to the growth of the business.

The ideal candidate will have at least 3 years' experience in a similar role and possess excellent communication and organizational skills. They will be responsible for updating CRM systems, supporting paraplanners and financial advisors, and submitting new business opportunities.

The company offers a competitive salary of up to £55,000 per annum, plus hybrid and flexible working arrangements, exam support, and a comprehensive benefits package.

About You...
  1. Minimum 3 years' experience in Financial Services Administration
  2. Excellent communication and organizational skills
  3. Ability to multitask and prioritize tasks
  4. Desirable: knowledge of XPLAN software
What's In It For You?
  1. Competitive salary of £40,000 - £55,000 per annum
  2. Flexible and hybrid working arrangements
  3. Exam support and career development opportunities
  4. Comprehensive benefits package