Job Title -IFA Administrator

Location - Nottingham

Salary - £25,000 - £28,000

Job Description:

Are you a driven and dedicated IFA Administrator with the desire to learn, a keen eye for attention to detail and seeking a firm that will look after YOU?

Capio Recruitment are working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Nottingham, due to impressive and continued growth. The firm prides themselves on their service to their clients, specialising in providing financial advice to high-net-worth individuals as well as looking after their employees in a similar way.

As an IFA Administrator, you will be joining their expanding team providing administration to the Financial Advisers and Paraplanners. With duties consisting of processing new business, producing valuations, updating platforms and day to day communication with clients, you will be stepping into the forefront of financial planning.

Alongside the day-to-day role, you will have a comprehensive training structure and exams support set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talent whilst providing a family feel environment, with regular social events.

What our client will offer you:

• Competitive salary
• Work from home on a Monday and Friday!
• Progressive company with a social and supportive office environment
• Attractive benefits package
• Dynamic workplace with key development and experience

Required experience:

• Experience within a Financial Services firm
• Understanding of back-office systems such as Intelligent Office (desired)
• Experience with client interaction on phone, email and in person
• Ambitious individual looking to develop their financial planning career
• Excellent communication skills

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment