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CAPIO RECRUITMENT LIMITED
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Leicester, Leicestershire
IFA Administrator
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
Job Title: Financial Planning Administrator Salary: £18,000 - £23,000 Location: Leicester A developing independent, bespoke Financial Planning firm is looking to grow their small, close-knit team by adding a new IFA Administrator to the business. This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Corporate Financial Advice, Property Investing and also Investment Management. As such, this role will be varied and would suit someone who is really looking to grow their knowledge in an independent firm and have a diverse caseload with plenty of variety. Being a smaller business with a friendly, personable team. They are keen to find someone who can fit in well into the team culture that they have there whilst supporting the firms Financial Advisors with a range of administrative support including; producing valuations, processing new business, dealing with clients in a professional, friendly manner and also continuing to develop your own knowledge. The Required Skills: R01, CF1 or equivalent would be advantageous Experience of providing administrative support within a Wealth Management or Financial Planning firm previously is desirable. A professional and personable communicator who is comfortable dealing with clients Strong attention to detail and a good level of numerical skills Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.