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Financial Services Administrator

2 months ago

Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full time
IFA Administrator Opportunity

We are seeking an experienced IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will provide seamless back office support to our professional team of advisors, ensuring the smooth operation of our financial services.

Key Responsibilities:
  • Prepare for client meetings and ensure all necessary documentation is in order.
  • Respond to client and adviser queries in a timely and professional manner.
  • Process new business and submit to providers, ensuring all necessary paperwork is completed accurately.
  • Submit online applications and maintain accurate records.
Requirements:
  • Previous experience working in an IFA Administration role.
  • Professional and positive attitude, with excellent written and verbal communication skills.
  • Ability to interpret data and maintain accurate records.
  • Industry relevant qualifications are desirable.

If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please contact one of our Financial Planning specialists at Capio Recruitment to discuss further.