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Financial Planning Administrator

2 months ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Full time
Job Opportunity

Job Title: IFA Administrator


Location: Nottingham


Salary: £25,000 - £28,000


Job Description:

We are seeking a driven and dedicated IFA Administrator to join our expanding team in Nottingham. As an IFA Administrator, you will be responsible for providing administration support to our Financial Advisers and Paraplanners, including processing new business, producing valuations, and updating platforms.

You will have the opportunity to develop your skills and knowledge within a comprehensive training structure and exams support. Our firm invests heavily in growing and developing talent, providing a family feel environment with regular social events.


What We Offer:

· Competitive salary

· Flexible working arrangements, including the option to work from home on Mondays and Fridays

· Progressive company with a social and supportive office environment

· Attractive benefits package

· Dynamic workplace with key development and experience


Requirements:

· 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.