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IFA Administrator

Capio Recruitment Financial Planning
Posted 2 days ago, valid for 22 days
Location

Gosport, Hampshire PO12 3DA

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Searching for an IFA Administrator with relevant experience to join a respected independent advisory firm.
  • The role offers competitive benefits including a 6% employer pension contribution, 26 days holiday plus bank holidays, and private medical insurance.
  • Candidates should have a background in financial planning, wealth management, or financial services, with familiarity in pensions, investments, and mortgages.
  • Proficiency in IT skills, particularly Excel and CRM systems, is essential, along with strong communication abilities.
  • The position requires a minimum of 2 years of industry experience, with a salary of £30,000 to £35,000.

Searching for a hungry IFA Administrator with subject knowledge and experience to join a respected independent advisory firm.

Why Apply?

- Career Growth: Work in an agile, supportive environment with room to develop.- Competitive Benefits:

  • 6% employer pension contribution
  • 26 days holiday + bank holidays
  • Private Medical Insurance
  • Life Assurance (4x salary)
  • Group Income Protection

- Impactful Role - Manage administration, coordinate client meetings, and support advisers to ensure a seamless client experience.

What You’ll Need

- Industry Experience: Background in financial planning, wealth management, or financial services.- Product Knowledge: Familiarity with pensions, investments, mortgages, and protection.- Tech Skills: Proficiency in IT, including Excel (pivot tables) and CRM systems.- Organisation & Attention to Detail: Ability to multi-task and manage deadlines.- Communication & Client Focus: Strong verbal and written skills with a passion for delivering great client outcomes.

If you're proactive, organised, and ready to make a difference, apply today!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.