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Senior IFA Administrator

Job LocationCoventry
EducationNot Mentioned
Salary£27,000 - £32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title: Senior IFA AdministratorLocation: CoventrySalary: £27,000 - £32,000The Company:A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Administrator to come and join their growing team.This firm provides complex, in-depth advice to both private individuals and businesses across Pensions, Investments, IHT, protection and tax. They have grown over the last few years and are a forward-thinking business that embrace technology and pride themselveson the technical knowledge that their team provides, along with the high-levels of customer service.The role would suit an experienced administrator, who is comfortable with tasks such as obtaining valuations, processing new business, liaising with product providers, and being involved with clients. Due to the fast-paced nature of the role, this wouldsuit someone who likes being busy and in a challenging environment.Being a well-established firm, there is also a strong benefits package on offer and they provide a friendly culture based around working together to achieve the bacest results.The Required Skills:

  • Experience of working within a financial planning or wealth management business in an administrative role.
  • Previous experience in supporting paraplanners and financial advisers with a range of case types is advantageous.
  • CF1, R01, or equivalent would be desirable.
  • Personable professional who is comfortable dealing with clients both written and verbally.
  • An understanding and working knowledge around pensions, investments, the FCA, and how a Financial services firm operates.
Benefits
  • Ability to buy and sell holiday
  • Free parking
  • Annual bonus
  • CII exam support (if required)
If you are interested in hearing more about this position, please get in touch with us at Capio.

Keyskills :
Financial Advice Financial Planning Paraplanning Pensions Wealth Management

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