Capio Recruitment
IFA Administrator
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Job Title: IFA Administrator – Financial Planning Support
Location: Horsham | Hybrid working
Salary: Up to £35,000 + benefits
Benefits:
- Generous annual leave plus bank holidays, with the option to buy or carry over extra days
- Enhanced parental leave covering maternity, paternity and adoption
- A paid volunteering day every year
- Private Medical Insurance, with the option to add family members
- 24/7 Employee Assistance Programme for mental health and wellbeing support
- Death in service benefit and life assurance
- Competitive pension scheme
- Hybrid, agile working with flexible hours
- Funded progression, including support towards the CII Diploma in Regulated Financial Planning (DipPFS) and beyond
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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.
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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 services
- Good understanding of financial products
- Committed to ongoing professional development
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