Ifa Administrator - Peterborough, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
Peterborough, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title -IFA Administrator

Location - Peterborough

Salary - £24,000 - £28,000


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 Milton Keynes, due to impressive growth in recent years.

The firm prides themselves ontheir 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 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
  • 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
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