Address
Form of work
SalaryJob Title - IFA Administrator
Location - Norwich
Salary - £22,000 - £26,000
Job Description:
Capio Recruitment is working with a respected financial planning firm on an exciting opportunity for a IFA Administrator to join a leading wealth management practice in Norwich. The firm prides themselves on providing the highest level of service, with a personal, yet professional approach. They have an excellent level of technical knowledge particularly around pensions and retirement planning, and the business has been recognised as Chartered Financial Planners.
The role itself will be within the administration team who have an excellent reputation within the firm and a vital component to client support. With day-to-day duties processing new business, client/provider liaison, updating Intelligent Office etc.
This role would really suit someone who is looking to provide support within an administration capacity and in a friendly and support environment.
What our client will offer you:
- Competitive salary
- Experience within a leading wealth management practice
- Attractive benefits package: 21 days + Holiday, 10 % pension contribution, DIS
- Flexible working options
- Ongoing training and development
Required experience:
- Experience working in a financial services firm (Essential)
- Organisational skills (Required)
- Strong understanding of Financial Advice process (Essential)
- Approachable, professional, and ambitious
- Understanding of Pensions, Investments, Tax and Protection Products (Required)
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
