Ifa New Business Administrator

Job Title: IFA New Business Administrator

Salary: £30,000 - £40,000

Location: London

Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand that money is just one element to wealth management industry.

They have multiple offices across the UK with allows them to provide a national level of service on a local level. Due to the size of the firm and their array of services, there is a very attractive salary and benefits package attached to the role.

The business prides themselves on a friendly culture with an ambitious and professional approach, with a combined team effort of a premium service. Alongside this, our client values their employees and there are a number of additional benefits to support a healthy work-life balance.

The Role

The role be working within the Financial Planning team providing support on New Business processing across the full Wealth Management team. Day to duties will be working closely with the other departments to identify areas to improve processes and policies using key data.

Being a key part of the advice process, it would suit someone who is methodical in their approach with a keen eye for detail. Working in a faced past environment, you will need to be able to manage workload with a professional approach.

With great career prospects and a great all round package, this a perfect opportunity for you to establish yourself within an award winning, industry leading firm.

The Required Skills:

• Experience working within a Financial Planning or Wealth Management Firm.
• An understanding of the advice process
• Level 4 Diploma in Financial Planning or working towards.
• Strong ability to use Microsoft products (Excel, Word and PowerPoint)
• Compliance background is desirable