Role: IFA Administrator
Location: Leicester
Salary: £24,000 - £28,000 (experience dependent)
Capio Recruitment are currently working with a well respected IFA Firm within Leicester. For the last 40 years, they have provided Client-Centred excellence, deeply understanding their needs, providing education around their financial matters and delivering solutions that suit them! They believe in Thriving Together, creating an enjoyable environment to achieve success for their team and clients alike.
This firm are seeking an ambitious and driven IFA Administrator to join their Client Support Team - the key to the success of their business. You would be the first point of contact for clients and product providers, giving invaluable support to the Paraplanning and Advice team as well as ensuring regulatory requirements are met and business risk mitigated throughout the journey.
Your skills:
- Ability to prioritise and organise workload to meet deadlines
- Capability to effectively communicate with clients, advisers and product providers to ensure relationships are maintained
- Proficient data and IT skills, working with a high level of accuracy and efficient process
- Experience working in a Financial Planning Firm
- Experience using Intelliflo and/or The Openwork Partnership's ConcertHub system (desired)
Alongside a competitive salary, workplace pension, and a great holiday offering. In return for your hard work, you will also receive:
- Buy or sale of 5 days holiday per year
- Private Medical Scheme
- Hybrid and flexible working
- Exam funding and support
- Discounts on their professional services
If you would like to hear more, please get in contact with us at Capio Recruitment, we'd love to hear from you!