IFA Administrator - Capio Recruitment Financial Planning : Job Details

Job Title: IFA Administrator

Location: Woking

Salary: £25,000 - £35,000

We are currently representing a well established IFA firm seeking an experienced and committed IFA administrator to join their friendly and professional team. A candidate with previous IFA experience, a can do attitude and a high level of accuracy in their work will suit this position.

This role consists of processing new business, creating illustrations and valuations, carrying out pension and investment transfers, preparing LOA's, liaising with clients and providers on a daily basis, facilitating client reviews and client meeting packs.

This opportunity is fully office based.

What's in it for you?

• Discretionary bonus
• Exam support and progression
• Company pension scheme
• 25 days holiday plus Bank Holidays
• Death in Service
• Free onsite parking

The desired candidate...

• 2 years experience within a financial planning firm
• Exemplary attention to detail and accuracy
• Experience with I/O or Intelliflo (desirable)

To discuss more about this opportunity please apply or contact us at Capio Recruitment, we'd love to hear from you!

"INDACWEA"