IFA Administrator

Job Title - IFA Administrator

Location - Bath

Salary - £28,000 - £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 Bath. 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
• 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 other systems such as Curo or IO
• Strong attention to detail
• Level 4 Diploma in Regulated Financial Planning or working towards desirable

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment