Personal Finance Society

IFA Administrator

Leamington Spa, Warwickshire, United Kingdom
1 day ago


Job Title: IFA Administrator Salary: £23,000 - £27,000 Location: Royal Leamington Spa This role is with a firm that put their clients at the forefront of what they do and view this as the core pillar within the business. Providing advice to a vast range of clients across Pensions, Investments, Protection, IHT, Tax & corporate financial planning. They have long standing relationships with a great deal of their clients and have an excellent client retention rate to go with this. However, due to continued expansion, they are now looking to bring an experienced Administrator into their office to support the increased business levels from the Financial Advisers They are keen to find someone who can fit in well into the team culture that they have there whilst supporting the firms paraplanners and Financial Advisors with a range of administrative support including; producing valuations, processing new business, dealing with clients in a professional, friendly manner. Ideally, you would enjoy a fast-paced environment and work well within 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.

Job Information

  • Job ID: f14adde5-3484348336
  • Location:
    Leamington Spa, Warwickshire, United Kingdom
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