Ifa Administrator - Coventry, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Capio recruitment are working with a Wealth Management firm in Coventry to bring on an IFA Administrator to join their team.
The firm prides themselves on their clients, specialising in providing financial advice to high-net-worth individuals. The firm dealwith high net worth clients and provide advice on investments, pensions and defined benefits transfers.You will be working closely with the Senior Investment Advisor.
Some of the day-today duties include Preparing client investment review packs, sending out and chasing client letters of authority, obtaining telephone valuations and working closely with therest of the team working on client cases.
Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business.
What our client will offer you:
Attractive benefits package
Competitive salary
Hybrid working
Ongoing training and development
Close-knit working environment
Required experience:
Experience working within an independent firm
Proficient in using Microsoft 365 and an understanding back office systems such as Intelligent Office
Ambitious individual looking to develop within a Financial Planning firm
Excellent communication skills
More jobs from CAPIO RECRUITMENT LIMITED
-
Ifa Administrator
Aylesbury, United Kingdom - 2 weeks ago
-
Junior Employee Benefits/corporate Financial Planner
Bath, United Kingdom - 2 weeks ago
-
Nq Agricultural Property Solicitor
Cheltenham, United Kingdom - 2 weeks ago
-
Senior Claims Handler
Taunton, United Kingdom - 2 weeks ago
-
Commercial Account Handler
Birmingham, United Kingdom - 1 week ago
-
Trade Mark Paralegal
London, United Kingdom - 2 weeks ago