Ifa Administrator - Birmingham, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
Birmingham, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Capio recruitment are working with an independent financial planning firm on an exciting new opportunity for an experienced IFA Administrator to join their firm in Birmingham.

The firm deal with high net worth clients and provide advice one investments,pensions and defined benefits transfers.

The firm prides themselves on the work they do with local and national charities and at the end of every month they make a donation to the chosen charity they either the client or the employees choose.

You will be working closely with the Senior Investment Advisor.

Some of the day-today duties include Preparing client investment review packs, sending out and chasing client letters of authority, obtaining telephone valuations and working closely with therest of the team working on client cases.


Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team.


What our client will offer you:
Attractive benefits package

Hybrid working with flexible hours

Ongoing training and development

Forward thinking firm with great progression routes


Required experience:
Working towards a Certificate in Financial Planning or similar

Approachable, professional, and ambitious

Proficient in systems such as Microsoft 365 and FEAnalytics, Dynamic Planner plus provider platforms

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
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