IFA Administrator

Capio Recruitment Financial Planning; Exeter; Hybrid; GBP 29,000 - 32,000; Full time

Benefits offered by this job

Hybrid/flexible working

Subsidised travel

Additional Bonus opportunities

Close knit team

Ongoing training and development

Exam support and progression

Job summary

Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting their clients first.

The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them.

Qualifications

• Strong work ethic with an attitude to succeed.
• Previous experience working within wealth management.
• Key understanding on a full range of financial products.
• Approachable, professional, and ambitious.
• Proficient in systems such as Microsoft 365 and Curo.
• Strong attention to detail.
• Level 4 Diploma in Regulated Financial Planning or working towards desirable.

Responsibilities

• Gather data for client files and new business processing.
• Process new business and issue letters of authority.
• Prepare client files and liaise with providers.

Skills

Strong work ethic

Wealth management experience

Financial products knowledge

Attention to detail

Microsoft 365 proficiency

Curo system

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft 365

Curo

Job description

Job Title - IFA Administrator

Location - Exeter

Salary - £29,000 - £32,000

Job Description:

Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions.

The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison.

This role would really suit someone who is looking to be a key component, supporting the advice process in every element.

What our client will offer you:

• Competitive salary based on experience
• Hybrid/flexible working
• Subsidised travel
• Additional Bonus opportunities
• Close knit team, working closely with experienced professionals
• Ongoing training and development
• Exam support and opportunity for progression

Required experience:

• Strong work ethic with an attitude to succeed
• Previous experience working within wealth management
• Key understanding on a full range of financial products
• Approachable, professional, and ambitious
• Proficient in systems such as Microsoft 365 and Curo
• Strong attention to detail
• Level 4 Diploma in Regulated Financial Planning or working towards desirable