Senior Ifa Administrator - Warwick, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Capio Recruitment is working with a professional financial planning firm on an exciting opportunity for an experienced IFA Administrator to join a practice in Birmingham.
Our client provides holistic advice and specialises in retirement planning, tax planning,wealth management, with values of being honest and putting the client first at every step.
The role itself will be working within the close-knit wealth management team and being a key part of the advice process.
Working closely with the experienced financial planners and team leaders, day to duties will consisting of processing new business, providingLOA's, client/provider liaison.
Our client has experienced impressive growth over the last couple of years due to their reputation so this is a great opportunity for someone to join, with great progression routes available.
What our client will offer you:
- Competitive salary based on experience
- Attractive benefits package
- Onsite parking
- Flexible working options
- Ongoing training and development
- Close knit office environment
Required experience:
- Strong work ethic with an attitude to succeed
- Multiple years' experience within an independent firm
- Key understanding with the full range of financial products
- Approachable, professional, and ambitious
- Working towards level 4 diploma
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