IFA Administrator

CAP Resourcing LTD; Taunton; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Opportunities for ongoing training and

Clear opportunities to develop your职业

Modern offices in Taunton

Supportive, friendly and collaborative

Job summary

CAP Resourcing LTD is partnering with a reputable financial planning firm in Taunton to hire an experienced IFA Administrator. The role offers a salary of £28,000 - £32,000 (DOE), with a supportive team and opportunities for career development in financial services.

You will support the advisory team with administration, client communication, and smooth service delivery. Join a firm that values collaboration and a family-feel culture, with an established client base and a commitment to ongoing

Qualifications

• Experience in an IFA Administrator or financial services administration role.
• Knowledge of pensions, investments and protection products.
• Strong organisational skills and excellent attention to detail.
• Confident communication skills, with the ability to build positive relationships with clients and colleagues.
• Good IT skills and the ability to manage competing priorities.

Skills

IFA admin experience

Organisational skills

Client relations

Attention to detail

Communication skills

Tools

IT skills

Job description

IFA Administrator

Taunton, Somerset | £28,000 - £32,000 (DOE)

Are you an experienced IFA Administrator looking to join a supportive financial planning firm where your contribution is genuinely valued?

We're partnering with an award-winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. With an established client base and a strong team around you, this is a fantastic opportunity to join a business that puts its clients and people first.

This is a firm that genuinely values collaboration, with a supportive, family feel culture and a true team first approach. You'll be joining an environment where people enjoy coming to work, teamwork is encouraged, and there are opportunities to develop your career.

What's in It for You?

• Salary £28,000 - £32,000, depending on experience
• Supportive, friendly and collaborative team
• Established client base and varied workload
• Opportunities for ongoing training and professional development
• Clear opportunities to develop your career within financial services
• Modern offices in Taunton

What We're Looking For

• Previous experience in an IFA Administrator or financial services administration role.
• Knowledge of pensions, investments and protection products.
• Strong organisational skills and excellent attention to detail.
• Confident communication skills, with the ability to build positive relationships with clients and colleagues.
• Good IT skills and the ability to manage competing priorities.
• A proactive team player who takes pride in delivering excellent client service.

If you're looking to take the next step in your financial services career and join a firm where you'll feel supported, valued and part of a close knit team, we'd love to hear from you.