IFA Administrator
Capio Recruitment · Horsham, England, United Kingdom
Apply & track with Apply EdgeBenefits
Generous annual leave plus bank holidays, with the option to buy or carry over extra daysEnhanced parental leave covering maternity, paternity and adoptionA paid volunteering day every yearPrivate Medical Insurance, with the option to add family members24/7 Employee Assistance Programme for mental health and wellbeing supportDeath in service benefit and life assuranceCompetitive pension schemeHybrid, agile working with flexible hoursFunded progression, including support towards the CII Diploma in Regulated Financial Planning (DipPFS) and beyond
About the Company
Our client is a well-established, multi-disciplinary professional services firm with a strong presence across the UK, Ireland and the USA.Supporting individuals, family businesses and organisations across areas including audit, tax, corporate finance, payroll, people consultancy and wealth management, the business combines the stability of a large professional services group with a collaborative, values-led approach.The organisation places a strong emphasis on developing its people through tailored training and funded professional qualifications, creating opportunities for long-term progression.
Role Summary
This is an opportunity to join the Financial Planning Support team as an IFA Administrator, providing support across financial planning activity and helping ensure client requirements are handled accurately and efficiently.The role would suit someone with financial services experience who is comfortable working to deadlines, analysing client portfolios and supporting technical compliance and advisory activity.There is also genuine scope for professional development, including support towards the CII Diploma in Regulated Financial Planning (DipPFS).
Requirements
Working towards the CII Diploma in Regulated Financial Planning (DipPFS)Relevant experience within financial servicesGood understanding of financial productsCommitted to ongoing professional developmentApply below!!