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| Job Location | Coventry |
| Education | Not Mentioned |
| Salary | £20,000 - £25,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Job Title - Financial Planning AdminstratorLocation - Coventry Salary - £20,000 - £25,000Capio Recruitment is working with a professional financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Birmingham. Our client provides holistic advice and specialises in retirement planning, tax planning, wealthmanagement, with values of being honest and putting the client first at every step.The role itself will be working within the close-knit wealth management team and being a key part of the advice process. Working closely with the experienced financial planners and team leaders, day to duties will consisting of processing new business, providingLOA’s, client/provider liaison.Our client has experienced impressive growth over the last couple of years due to their reputation, so this is a great opportunity for someone to join, with great progression routes available.What our client will offer you:
Keyskills :
Financial PlanningTax PlanningWealth ManagementFinancial Planners