Ifa Admin Team Leader - Milton Keynes, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Job Title:
IFA Admin Team Leader
Salary:
£27,000 - £32,000
Location:
Milton Keynes
This is a great opportunity to join a pro-active IFA firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas.
All of this is using the latest technology to add to their service, and they offer detailed Pension reviews and cash-flow modelling to their clients.
This firm is well-established and has continued to grow and develop its name in the market over the last few years by providing a high-class service to their long-standing client base.
The role would involve supporting the firms paraplanners and financial planners with a range of administrative duties including; new business, illustrations, fact finds, liaising with providers and dealing with clients regularly.
You would be the go-to personfor help in these areas and it would also suit someone looking use their skills to provide coaching, training and potentially management of the function within the business.
There is a friendly, outgoing team at the firm and you will be an important part of that working to provide a high-quality service to the clients at the firm.
The Required Skills:
- Financial planning qualifications would be advantageous
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- A professional and personable communicator who is comfortable dealing with clients of varying levels.
- Experience in using Intelligent Office (IO) would be advantageous
- Previous experience in overseeing, training or managing more junior members within a team is desirable.
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