Senior IFA Administrator

☞ CAPIO RECRUITMENT LIMITED

View: 101

Update day: 11-06-2024

Location: Milton Keynes South East

Category: IT - Software

Industry: Staffing Recruiting Insurance Financial Services

Position: Associate

Job type: Full-time

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Job content

Job Title: Senior IFA Administrator
Salary: £25,000 - £30,000
Location: Milton Keynes
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises on Pensions, Investments, Protection, IHT and corporate employee benefits. All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
They have a good reputation within the marketplace and the firm’s Financial Planners are supported by the technical back office team. This role would suit someone who is Diploma Qualified or on their way to this, and wants to test their technical knowledge within an established Financial Planning Firm.
This role would involve supporting the firms paraplanners and financial planners with a range of administrative duties including processing new business, illustrations, fact finds, liaising with providers and dealing with clients regularly. Someone who has worked in this environment previously and has even helped with training or managing more junior members of the team would suit this role well.
There is a friendly, outgoing team at the firm and you will be an important part of that working to provide a high quality service to the clients at the firm.

The Required Skills
  • R01, CF1 or equivalent is desirable
  • Experience in providing administrative support within a Wealth Management or Financial Planning firm
  • A professional and personable communicator who is comfortable dealing with clients of varying levels.
  • Experience in using Intelligent Office (IO) would be advantageous
  • Strong attention to detail and a good level of numerical skills
  • Good understanding of the FCA and how a Financial services firm operates
If you are interested in hearing more about this position, please get in touch with us at Capio.
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Deadline: 26-07-2024

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