Ifa Administrator - Epsom, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Epsom, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Job Title:
IFA Administrator

Location:
Epsom

Salary:
£20,000 - £25,000

The Company:

We are working on a brand-new position with a well established Financial Planning business in Epsom 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 are friendly, professional and boasts a fantastic supportive working culture.

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:

Taking an active role in the annual review process
Processing new business and submitting onto external and internal systems
Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
Working with back office system, including fact find completion for new clients, and maintaining client files and details
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
General Administration and client servicing support as needed

The Required Skills:

Prior experience of working within a Financial Planning Firm
Strong Pensions and Investments product knowledge is desirable
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.
Excellent interpersonal skills including developing good working relationships with colleagues. You must be happy to work on your own and as part of a team and have excellent time management skills.
You will have the ability to build strong working relationships with a team of financial advisers and wider business. Previous experience of working within a similar role within a financial services business is preferred.
It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and abilityin the role.

Benefits:

Starting salary range £22,000 to £25,000 dependent on skills and experience
22 days annual leave (increasing by 1 day every 2 years up to 5 extra days max)
Auto enrolment pension
Income Protection scheme
Training and support towards industry recognised certifications if desired

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.

Synonyms:
Client Services executive, IFA Administrator, Financial Planning Assistant, Financial Planning Administrator, Financial services Administrator, Wealth Administrator, Wealth Management Administrator