Ifa Administrator - Bath, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Bath, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Location:
Central Avon

Salary:
£ 25,000 - £35,000
A well-regarded firm in Central Avon are now looking for an IFA Administrator to join their team. This Wealth Management firm offers holistic independent advice and are dedicated to providing top-end, ethical advice to their clients.

This role would suit and experienced IFA Administrator who has experience with all aspects of the role including system management (fact find reports, client information, LOAs etc.), client communication and first point of contact, among other administrativetasks such as client meeting packs, valuations, pre
- and post

This Financial Planning firm offers the opportunity to join a firm on the eve of big growth joining a small but growing team that deal with a range of cases including Pensions, Investments, Tax, and protection among others.

As the firm is growing there willbe opportunity to progress and this is already happening in the firm.

The Required Skills:

Experience in an IFA Administrator role.
Good interpersonal skills and comfortable dealing with clients and colleagues of all levels.
Investment and Pensions Knowledge

Benefits: