Ifa Administrator - Doncaster, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Doncaster, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment are working with an Independent Financial Planning firm who are looking for an IFA Administrator to join their team in Doncaster.

The firm has over 20 years of experience and offer an holistic approach to financial planning. Supportingtheir clients with their Pensions, investments, tax planning and wealth management to help reach their clients objections.

The firm is looking for someone who has a keen interest in Financial Planning and will be looking to grow and progress within the company.

As an IFA Administrator you will be joining their expanding team providing administration work to the Financial Advisers and Paraplanners.

With duties including processing of new business, producing valuations, preparing client investment packs, chasingclient letters of authority and day to day communication with clients.

Our client had experienced an impressive year and are looking to grow and expand their business. They are looking to invest in someone who will grow and develop with the business.

What our client will offer you:
Competitive salary

Progressive company with a social and supportive office environment

Attractive benefits package

Dynamic workplace with key development and experience

Hybrid working approach

Required experience:
Experience within a professional services firm

Understanding of back-office systems such as Intelligent Office

Ambitious individual looking to start their financial planning career

Excellent communication skills

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