IFA Administrator

Capio Recruitment Financial Planning

Posted 5 hours ago, valid for 24 days

Woking, Surrey GU21 4NR, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The IFA Administrator position is based in Woking and offers a salary range of £25,000 to £35,000.
The ideal candidate should have at least 2 years of experience working in a financial planning firm.
Key responsibilities include processing new business, creating illustrations and valuations, and facilitating client meetings.
The role requires a high level of accuracy and a proactive attitude, with experience in I/O or Intelliflo being desirable.
Additional benefits include a discretionary bonus, exam support, a company pension scheme, and 25 days of holiday plus Bank Holidays.

Job Title: IFA Administrator

Location: Woking

Salary: £25,000 - £35,000

We are currently representing a well established IFA firm seeking an experienced and committed IFA administrator to join their friendly and professional team. A candidate with previous IFA experience, a can do attitude and a high level of accuracy in their work will suit this position.

This role consists of processing new business, creating illustrations and valuations, carrying out pension and investment transfers, preparing LOA's, liaising with clients and providers on a daily basis, facilitating client reviews and client meeting packs.

This opportunity is fully office based.

What's in it for you?

Discretionary bonus
Exam support and progression
Company pension scheme
25 days holiday plus Bank Holidays
Death in Service
Free onsite parking

The desired candidate...

2 years experience within a financial planning firm
Exemplary attention to detail and accuracy
Experience with I/O or Intelliflo (desirable)

To discuss more about this opportunity please apply or contact us at Capio Recruitment, we'd love to hear from you!

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