Ifa Administrator - Peterborough, United Kingdom - Capio Recruitment

Capio Recruitment

Verified Company

Peterborough, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title -IFA Administrator

Location - Peterborough

Salary - Negotiable

Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Peterborough, due to impressive growth in recent years.

The firm prides themselves on their service to their clients, specialising in providing financial advice to high-net-worth individuals.

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.

Our client is based in a rural location and have great flexibility with working hours and home/office-based working.

So if you are looking for a welcoming and friendly environment, helping provide a great service to the clients, this could be a great opportunity for you.

What our client will offer you:

Competitive salary
Progressive company with a social and supportive office environment
Attractive benefits package
Dynamic workplace with key development and experience
Hybrid working approach

Required experience:

Experience within a professional services firm
Understanding of backoffice systems such as Intelligent Office
Ambitious individual looking to start 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

"INDDAN"

Salary:
From £22,000.00 per year

Benefits: