Address
Form of workJob Title: IFA Administrator
Salary: £25,000 - £30,000
Location: Bromsgrove
A financial planning firm with a strong reputation and an emphasis on putting their clients’ needs at the very heart of what they do are looking to add to the back-office administration team.
The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.
The role would involve supporting the firms paraplanners and financial planners with a variety of clientele. You will be an important part of the team working within the administrative function specialising in the back office and client support for the firms Financial Advisors. Due to the fast-paced nature of the role, this would suit someone who likes being busy and a challenging environment.
As they are a well-established firm, there is a good remuneration package on offer and they provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance to build a career with them.
The Required Skills:
- Experience of working within a Financial Service Firm, and preferably a financial planning firm
- CF1, R01 or equivalent would be desirable
- Personable professional who is comfortable dealing with clients both written and verbally
- Ability to work well under pressure and meet deadlines.
- An understanding and working knowledge around pensions, investments, 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.
