Ifa Administrator - Cirencester, United Kingdom - Capio Recruitment

Capio Recruitment

Verified Company

Cirencester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator (Part Time)

Location:
Cirencester

Salary:
£25,000 - £29,000 (FTE)

The company:

The opportunity to join an established Independent Financial Advice firm based in Cirencester, with a client focused approach to Financial Planning.

They focus on providing advice to both businesses and individuals from pension planning, protection, Inheritance and estate planning and investments and savings.

My client is looking for an experienced financial planning administrator to join their friendly team and to help provide a seamless and comprehensive service to all of their clients.

This is a part time position (c. 22.5 hours) but they are very flexible on days and hours worked.

Responsibilities:

Processing new business
Updating their back office systems with client information
Liaising with both providers and clients
Sending letters of authority
Preparing meeting packs for their financial advisers
Preparation of valuation reports

Requirements:

Previous experience working as an administrator in a professional environment
Experience using back office systems (Intelligent Office desirable)
Strong attention to detail
Ability to mange your own workload and work as an individual and part of a team
Good knowledge of pensions and investment products
Personable with a proactive approach to your work

If you are interested in hearing more about this position, please get in touch with us at Capio.
"INDSAM"

Job Type:
Part-time

Pay:
£25,000.00-£29,000.00 per year

Expected hours: 22.5 per week

Benefits: