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IFA Administrator

Capio Recruitment Financial Planning
Posted 7 hours ago, valid for 24 days
Location

Woking, Surrey GU21 4NR, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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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  • 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!

"INDACWEA"

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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.