IFA Administrator
Capio Recruitment Financial Planning
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IFA Administrator
11 April by Capio Recruitment Financial Planning
Capio Recruitment Financial Planning jobs

IFA Administrator - Experienced

Salary: £25,000 - £30,000

Type: Hybrid

Are you an IFA Administrator with strong experience? Are you looking for a company that values your hard work, offers great benefits, and has an amazing team culture? If so, this could be the perfect opportunity for you!

What’s on Offer?

  • A fantastic company culture with regular team events!
  • Full exam support.
  • 30 days holiday
  • Private Medical Insurance
  • Critical Illness Cover

What You’ll Be Doing:

  • Handling all aspects of new business processing with accuracy and efficiency.
  • Supporting a fantastic administration team.
  • Liaising with providers and ensuring all documentation is completed correctly.
  • Updating clients on the progress of their applications and ongoing queries.
  • Managing pension transfers, ensuring smooth processing and compliance.

What We’re Looking For:

  • Experience in IFA administration
  • Strong attention to detail and organisational skills.
  • A team player with excellent communication skills.
  • Someone who thrives in a supportive and friendly environment.
Reference: 54827475
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