Senior IFA Administrator

Job Title: Senior IFA Administrator

Salary: £ Negotiable

Location: Coventry

A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.

This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.

As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available.

Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment.

The Required Skills:

• R01, CF1 or equivalent is desirable
• Experience in providing administrative support within a Wealth Management or Financial Planning firm
• Experience of using Intelliflo would be advantageous
• A professional and personable communicator who is comfortable dealing with clients
• Strong attention to detail and a good level of numerical skills
• Good understanding of the FCA and how a Financial services firm operates

If you are interested in hearing more about this position, please get in touch with us at Capio.