Ifa Administrator - Sheffield, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Sheffield, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment are working closely with a Wealth Management firm who are looking for an IFA Administrator to join their team in Sheffield.

They pride themselves on their values and always put the customer first at every step of the way.

They are one ofthe UK's leading integrated wealth management and professional service groups, they look after their client's combined wealth and tax needs, personal and business.

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.

Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business.

This firm heavily invest in growing and developing talentwhilst providing a family feel environment, with regular social events.

They are looking to invest in someone who will grow and develop with the business.

What our client will offer you:
Competitive salary

Attractive benefits package

Hybrid working with flexible hours

Ongoing training and development support

Exam support

Required experience:
Experience working within an independent firm

Understanding of using back office systems such as Intelligent Office

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