Ifa Administrator

**Job Title: IFA Administrator (Part Time)**

**Location: Cirencester**

**Salary: £25,000 - £29,000 (FTE)**

**The company**:
The opportunity to join an established Independent Financial Advice firm based in Cirencester, with a client focused approach to Financial Planning.

They focus on providing advice to both businesses and individuals from pension planning, protection, Inheritance and estate planning and investments and savings.

My client is looking for an experienced financial planning administrator to join their friendly team and to help provide a seamless and comprehensive service to all of their clients.

This is a part time position (c. 22.5 hours) but they are very flexible on days and hours worked.

**Responsibilities**:

- Processing new business
- Updating their back office systems with client information
- Liaising with both providers and clients
- Sending letters of authority
- Preparing meeting packs for their financial advisers
- Preparation of valuation reports

**Requirements**:

- Previous experience working as an administrator in a professional environment
- Experience using back office systems (Intelligent Office desirable)
- Strong attention to detail
- Ability to mange your own workload and work as an individual and part of a team
- Good knowledge of pensions and investment products
- Personable with a proactive approach to your work

**If you are interested in hearing more about this position, please get in touch with us at Capio.**

“INDSAM”

**Job Type**: Part-time

Pay: £25,000.00-£29,000.00 per year

Expected hours: 22.5 per week

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: 41287