Wealth Management Administrator - Chipping Norton, United Kingdom - Capio Recruitment

Capio Recruitment

Verified Company

Chipping Norton, United Kingdom

4 days ago

Posted by:

Tom O´Connor

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Description

An opportunity has arisen for a detailed and driven IFA Administrator to join a successful employee owned IFA firm in north Oxfordshire

Job Title: Financial Planning Administrator_
Location: North Oxfordshire, near Chipping Norton_
Salary: Up to £30,000_
Predominantly homebased role, with travel into the office 2 times per week._

About the company:

Our client is an independent, employee-owned wealth management and financial planning business that have been providing specialist advice to private clients for over 30 years.

Quality and excellence sit at the core of their values and their team of experienced, qualified investment and financial planning professionals are committed to providing a personal service and attractive returns, through the development of long-term relationships with their clients.

As an employee-owned business, each of the team each own a share in the business which allows everyone to have a share the success of the business, its reputation, and longevity; nurturing client relationships through the generations.

The role:

Due to internal promotions within the company, our client is now looking to bring in two experienced Administrators to join the already established administrator team.

The role includes all aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisers and other administrators, whilst providing excellent customer service.

Benefits include;

5% Employer Pension Contribution
26 days holiday plus bank holidays and Christmas week.
One volunteering day per year
Individual training budget of £1000 per year for courses, exams ect.
Mapped career progression routes, tailored to each person
Death in Service 4 x salary
Income protection
Home working 3 times per week plus flexible hours
Encouraging and positive work environment

What do you need to be considered?

Previous experience within an IFA/ Financial Planning Administrator role within an IFA firm is essential
Knowledge of financial products, investment platforms, and regulatory frameworks is a plus.
Industry relevant qualifications are highly desirable
Organised and professional with a cando attitude