Ifa Administrator - Romsey, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Romsey, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Location:
Romsey

Salary:
up to £26,000, dependant on experience and skills

The Company:

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

The current team is friendly, professional and boasts a fantastic supportive working culture.

This is an exciting time to be joining this firm having recently been ranked within the FT's Top 100 IFA firms to work with in the UK.

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

Building long term client relationships through an exceptional level of client service this firm provides a comprehensive range of advice services, specialising in Pensions, Investments, Tax and Protection planning to both corporate and private clients.

The Role:

Supporting and working closely with team members.
Arranging team meetings, client meetings and appointments.
Administering new client pensions, investment, and risk contracts.
Effectively liaise with product providers and partners.
Managing and finalising client documentation ensuring completeness.
Managing and coordinating annual client reviews.
Processing investments, fund switches and sales documentation within SLA.
Checking and completing investment transactions to ensure in line with original instructions.
Dealing with client queries.
Ensuring the backoffice system is up to date
Keep up to date with FCA regulations and internal policies and procedures.

The Required Skills:

Prior experience of working within a Financial Planning Firm
Strong Pensions and Investments product knowledge is desirable
Proactive cando attitude
Team Player
Experience with Intelliflo would be advantageous
Financial Services Qualifications such as progress towards Certificate in Financial Services or the level 4 diploma in financial planning would be highly desirable, as well as a good knowledge about the workings of the FCA.

What's in it for you?

The chance to be part of one of the UK's leading national IFA firms.
Countless opportunities to progress in both personal and professional aspects.
As a rapidly growing national firm, they have opportunities across the country which enable their employees to work flexibly with the latest technology and support behind them.
Work

- life balance is taken seriously