Ifa Administrator - Cirencester, United Kingdom - Capio Recruitment
Description
Job Title:
IFA Administrator (Part Time)
Location:
Cirencester
Salary:
£25,000 - £29,000 (FTE)
The company:
The opportunity to join an established Independent Financial Advice firm based in Cirencester, with a client focused approach to Financial Planning.
They focus on providing advice to both businesses and individuals from pension planning, protection, Inheritance and estate planning and investments and savings.
My client is looking for an experienced financial planning administrator to join their friendly team and to help provide a seamless and comprehensive service to all of their clients.
Responsibilities:
- Processing new business
- Updating their back office systems with client information
- Liaising with both providers and clients
- Sending letters of authority
- Preparing meeting packs for their financial advisers
- Preparation of valuation reports
Requirements:
- Previous experience working as an administrator in a professional environment
- Experience using back office systems (Intelligent Office desirable)
- Strong attention to detail
- Ability to mange your own workload and work as an individual and part of a team
- Good knowledge of pensions and investment products
- Personable with a proactive approach to your work
If you are interested in hearing more about this position, please get in touch with us at Capio.
"INDSAM"
Job Type:
Part-time
Pay:
£25,000.00-£29,000.00 per year
Expected hours: 22.5 per week
Benefits:
- Company pension
Schedule:
- Monday to Friday
Work Location:
In person
Reference ID: 41287
More jobs from Capio Recruitment
-
Technical Conveyancer
London, United Kingdom - 2 weeks ago
-
Ifa Administrator
Peterborough, United Kingdom - 3 weeks ago
-
Financial Planning Administrator
Nottingham, United Kingdom - 2 weeks ago
-
Financial Planner
Edinburgh, United Kingdom - 2 weeks ago
-
Wealth Management Administrator
Chipping Norton, United Kingdom - 2 weeks ago
-
Client Technical Support
Bridgnorth, United Kingdom - 3 weeks ago