Part Time Ifa Administrator - London, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Part time

Description

Job Title:
Part time IFA Administrator

Location:
Central London

Salary:
£30,000 - £35,000

The Company:

We are working on a brand-new position with a well established Financial Planning business in Central London who are searching to add an additional member to the client administration department helping with the provision of Financial Advice to valued clients.

The current team is friendly, professional and boasts a fantastic supportive working culture.

This is an exciting opportunity for an experienced part time IFA Administrator to join a boutique firm and work closely alongside two Financial Advisers.

Building long term client relationships through an exceptional level of client service this firm provides a comprehensive range of advice services, specialising in Pensions, Investments, Tax and Protection planning to both corporate and private clients.

The Role:

Taking an active role in the annual review process
Processing new business and submitting onto external and internal systems
Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
Preparing client meeting packs
Processing/scanning/filing/distributing post
Maintaining the back office system with fact find information and updated valuation details.
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
General Administration and client servicing support as needed

The Required Skills:

Prior experience of working within a Financial Planning Firm
Strong Pensions and Investments product knowledge is desirable
Excellent interpersonal skills including developing good working relationships with colleagues. You must be happy to work on your own and as part of a team and have excellent time management skills.
Strong communication skills, high attention for detail, and interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.

Benefits:

Competitive Salary
Flexibility with working hours
Hybrid working opportunities
25 days annual leave
Auto enrolment pension

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

Synonyms:
Client Services executive, IFA Administrator, Financial Planning Assistant, Financial Planning Administrator, Financial services Administrator, Wealth Administrator, Wealth Management Administrator