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Job Location | Alton |
Education | Not Mentioned |
Salary | £25,000 - £28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
An opportunity for an experienced Financial Planning Administrator to join a successful Chartered wealth management firm in East Hampshire!Job Title: Financial Planning AdministratorLocation: East Hampshire, office basedSalary: £25,000 - £28,000, plus bonusAbout the firm:Capio Recruitment is working with an award winning, Chartered wealth management firm based in Alton, East Hampshire who are looking to expand their Administration team. The firm itself is a is a large regional IFA, currently managing in excess of £700 millionof assets for their private client base. Founded over 25 years ago, they are a highly profitable business, with a strong balance sheet, and have recently awarded Best Investment Management Solutions UK 2021.The firm provides both astute investment management and comprehensive financial advice and planning, while their financial planners provide an unusually personal relationship with their clients and are supported by a first class administration team, in houseinvestment department and technical planning unit.The role:As a Financial Planning Administrator within the firm, you will work closely with the Advisers, Paraplanners and the wider teams in the business to ensure a smooth process for their clients, whilst also putting them at the heart of everything you do.You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service, and in return, the company will provide full training, ongoing support and a chance to progressyour career in financial services!So, if you are an experienced administrator looking for a step up or a change, this could be the role for you! You will be assigned your own bank of clients while working closely with the advisers.Skills required:
Keyskills :
Administrative SupportCharteredFinancial AdviceFinancial PlannersIndependent Financial AdviceIFA