Senior IFA Administrator - Capio Recruitment Financial Planning : Job Details

Job Title: Senior IFA Administrator

Salary: £30,000, Negotiable

Location: Mansfield

A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Administrator to come and join their growing team.

This firm provides complex, in-depth advice across Pensions, Investments, IHT, protection and tax. They have a good reputation and also offer corporate and employee benefits advice to businesses also.

This firm have grown over the last few years and are a forward-thinking business that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.

The role:

The role would suit someone who has admin experience within financial services, who is comfortable with tasks such as obtaining valuations, processing new business, liaising with product providers, and being involved with clients. There is a supportive team around you but due to the fast-paced nature of the role, this would suit someone who likes being busy and in a challenging environment.

Being a well-established firm, there is also a healthy benefits package on offer and they provide a friendly culture based around working together to achieve the best results.

The Required Skills:

• Experience of working within a financial planning or wealth management business in an administrative role would be advantageous.
• Finanical services experience in an IFA / Wealth management / Banking type firm.
• CF1, R01, or equivalent would be desirable.
• Personable professional who is comfortable dealing with clients both written and verbally.
• 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.