Ifa Administrator - Derby, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Derby, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment are working with a well established Independent Financial Planning firm, in Derby, for an experienced IFA Administrator.

They have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are lookingto grow their back-office team with the inclusion of a new IFA Admin into the team.

They are an award winning firm who have a great reputation within the community.

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 communicationwith clients, you will be stepping into the forefront of financial planning.

Alongside the day-to-day role, you will have a comprehensive training structure 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 talentwhilst providing a family feel environment, with regular social events.

What our client will offer you:
Competitive salary

Attractive benefits package

Hybrid working with flexible hours

Ongoing training and development support

Exam support

Required experience:
Experience working within an Independent Financial firm

Understanding of using back office systems such as Intelligent Office

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