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IFA Administrator

Closing date
26 Jun 2022

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Contract Type
Full Time
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Job Title: IFA Administrator

Salary: Chelmsford

Location: £ Negotiable

A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.

They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options.

The business is built around having a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance of building a career with them.

The Role

This role would involve providing a range of administrative support within the Wealth Management team at the firm focussed around pensions and investment cases. You will be working closely with the firms Paraplanners, Financial Planners and regularly dealing with product providers and clients.

This role would be perfect for someone who has experience of working within a Financial Planning or Wealth Management firm and is looking for a supportive, friendly environment in which to continue their career.

The Required Skills:
  • Experience of working within a Financial Planning firm previously is highly desirable
  • Working knowledge of Intelligent Office / IO would be advantageous.
  • Ability to communicate professionally and clearly whilst maintaining and developing professional relationships
  • RO1, CF1, FA1 or equivalent would be advantageous
  • 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.
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