IFA Administrator - Collaborative Financial Services Team

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

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