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Permanent

IFA Administrator

Exeter
money-bag 28000.00-28000.00 Annual
3085443131
Posted Today

Job Title - IFA AdministratorLocation - ExeterSalary - £28,000 - £29,000Job 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 experienceHybrid/flexible workingDiscretionary bonus schemeClose knit team, working closely with experienced professionalsOngoing training and developmentExam support and opportunity for progressionRequired experience:Strong work ethic with an attitude to succeedPrevious experience working within wealth managementKey understanding on a full range of financial productsApproachable, professional, and ambitiousProficient in systems such as Microsoft 365 and Intelligent OfficeStrong attention to detailLevel 4 Diploma in Regulated Financial Planning or working tow

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