Ifa Administrator - Barnstaple, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Barnstaple, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Job Title:
IFA Administrator

Salary:
£22,000 - £26,000

Location:
Barnstaple

A financial planning firm with a strong reputation and an emphasis on putting their clients' needs at the very heart of what they do are looking to add to the back-office administration team.

The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.

The role would involve supporting the firms paraplanners and financial planners with a variety of clientele.

You will be an important part of the team working within the administrative function specialising in the back office and client support for the firmsFinancial Advisors.

Due to the fast-paced nature of the role, this would suit someone who likes being busy and a challenging environment.

As they are a well-established firm, there is a good remuneration package on offer and they provide a friendly culture based around working together to achieve the best results.

Along with promoting talent internally and offering their employees the bestchance to build a career with them.

The Required Skills:

Experience of working within a Financial Service Firm, and preferably a financial planning firm
CF1, R01 or equivalent would be desirable
Personable professional who is comfortable dealing with clients both written and verbally
Ability to work well under pressure and meet deadlines.
An understanding and working knowledge around pensions, investments, the FCA and how a Financial services firm operates

**If you are interested in hearing more about this position, please get in touch with us at Capio.