Ifa Administrator - Warwick, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
Warwick, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Capio Recruitment is working with a professional financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Birmingham.

Our client provides holistic advice and specialises in retirement planning, tax planning, wealthmanagement, 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
  • A years' experience within an independent firm
  • Key understanding with the full range of financial products
  • Approachable, professional, and ambitious
  • Working towards level 4 diploma
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
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