Ifa Administrator - Birmingham, United Kingdom - CAPIO RECRUITMENT LIMITED

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

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a Financial Services Administrator to join a practice in Birmingham.

The firm prides themselves on providing an industry leading service, with aclient first approach. They have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.


The role itself will be working within the financial planning team closely with professionals who are in the forefront of the industry, dealing with high net-worth clients.

Day-to-day duties including gathering data, processing new business, client filepreparation and provider liaison.


This role would really suit someone who is looking to be a key component, supporting the advice process in every element.

With a close-knit ambitious team who have made considerable growth, it is a golden opportunity.


What our client will offer you:

  • Competitive salary based on experience
  • Annual Bonus
  • Attractive benefits package: 28 days holidays, inc bank holiday, can purchase an extra 10 days per year
  • Flexible working options
  • Ongoing training and development

Required experience:


  • Strong work ethic with an attitude to succeed
  • Multiple years' experience within an independent firm
  • Key understanding with the full range of financial products
  • Approachable, professional, and ambitious
  • Proficient in systems such as Microsoft 365 and FEAnalytics
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
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