Ifa Administrator - Bath, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Job Title:
IFA Administrator
Location:
Central Avon
Salary:
£ 25,000 - £35,000
A well-regarded firm in Central Avon are now looking for an IFA Administrator to join their team. This Wealth Management firm offers holistic independent advice and are dedicated to providing top-end, ethical advice to their clients.
This role would suit and experienced IFA Administrator who has experience with all aspects of the role including system management (fact find reports, client information, LOAs etc.), client communication and first point of contact, among other administrativetasks such as client meeting packs, valuations, pre
- and post
This Financial Planning firm offers the opportunity to join a firm on the eve of big growth joining a small but growing team that deal with a range of cases including Pensions, Investments, Tax, and protection among others.
The Required Skills:
- Experience in an IFA Administrator role.
- Good interpersonal skills and comfortable dealing with clients and colleagues of all levels.
- Investment and Pensions Knowledge
Benefits:
- Study support
- Work flexibility
- Pension contribution
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