IFA administration Team Manager

Job Location	High Legh
Education	Not Mentioned
Salary	£26,000 - £30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Job Title: IFA administration Team Manager Salary: £26,000 - £29,000Location: Cheshire The Job RoleAn excellent opportunity to join a well-established Financial Planning brand that provide a modern forward-thinking approach to specialist Financial Advice. This is a chartered firm who have held this status for over a decade and uphold these high standards of professionalism always striving to put the client at the heart of everything they do.Currently we are seeking to find Senior Financial Planning Support persons to sit within the Wealth team, responsible for managing and overseeing the business support team as well as performing the duties of an experienced business support person including overseeing and processing of new business, proactive ongoing client management, servicing existing business, illustrations & regular contact directly with clients and providers.The Required Skills:

The ideal candidate will be ambitious, driven and have a desire to complete industry specific exams (CII/ CISI/ LIBF)

Prior experience managing and overseeing a team within a Financial Planning practice would be preferred

Candidates must be working within an IFA environment already and have gained exposure to a variety of financial products such as IHT, Trusts, Pensions and Investments

Experienced working closely with Financial Advisers to help process new business, complete illustrations, letters of authority, and valuations

Prior experience using Intelligent Office(IO) would be advantageous

Excellent understanding of the FCA and how a Financial services firm operates

What Happens Next If you are interested in applying for the position above, please attach a copy of your CV and please give one of our experts at Capio Recruitment a call Required skills

Financial Advice

Investment

pensions

investments

new business processing

intelligent office

Keyskills :
Financial Advice Investment pensions investments new business processing intelligent office

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