IFA Administrator
Listed on 2026-09-14
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Title – IFA Administrator
Location – Exeter
Salary – £29,000 - £32,000
Job Description:
Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions.
The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison.
This role would really suit someone who is looking to be a key component, supporting the advice process in every element.
What our client will offer you:
- Competitive salary based on experience
- Hybrid/flexible working
- Subsidised travel
- Additional Bonus opportunities
- Close knit team, working closely with experienced professionals
- Ongoing training and development
- Exam support and opportunity for progression
Required experience:
- Strong wo...
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