Ifa Administrator - Ashford, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Ashford, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Location:
Ashford

Salary:
£25,000 - £35,000

The Company:

We are working on a brand-new position with an Independent Financial Planning business in Ashford who are searching to add an additional member to the client administration department helping with the provision of Financial Advice to valued clients.

This firm has been operating for over 30 years and supports companies, private individuals, trusts and charities with advice on all areas of financial planning.

As a business our client offers an excellent employee development programme that rewards hard work and endeavour for staff at all levels.

The Role:

Maintaining client files
Administration and maintenance of company records
Developing the backoffice system
Liaising with providers
Scanning documents
File checking
Fee and commission reconciliation

The Required Skills:

Prior experience of working within a Financial Planning Firm
Strong Pensions and Investments product knowledge is desirable
Problem solving abilities
Team Player
Experience with XPlan would be advantageous
At least intermediate internet, World, Excel & Outlook experience.

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

Synonyms:
Client Services executive, IFA Administrator, Financial Planning Assistant, Financial Planning Administrator, Financial services Administrator, Wealth Administrator, Wealth Management Administrator