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Senior IFA Administrator

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Salary icon £27,000 - £30,000 per annum
Location icon Northampton , Northamptonshire

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Job Title: Senior IFA Administrator

Location: Northampton

Salary: £27,000 - £30,000

The Company:

A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.

A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.

Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available.

The Role:

This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key.

There will also be contact with providers and you will work closely with the firm’s Financial planners to provide a comprehensive service to the firms clientele.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you.

The Required Skills:

- R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable

- Experience of working within a Financial Planning or Wealth management firm is essential

- Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.

If you are interested in discussing this position, then please get in touch with Capio Recruitment.

Required skills

  • 1
    Administrative Support
  • 1
    Financial Advice
  • 1
    Financial Planning
  • 1
    Paraplanning
  • 1
    Wealth Management

Reference: 52655498

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