Pa / Ifa Administrator

3 weeks ago


London, United Kingdom CAPIO RECRUITMENT LIMITED Full time

_**Job Title: PA / IFA Administrator**_
- **Location: Central London**_
- **Salary: £24,000 - £28,000**_

**About the client**

Our client is a boutique wealth planner, asset manager and employee benefits specialist. They are fully independent which allows them to provide objective advice that is aligned to their client’s best interests, delivered by teams steeped in financial servicesknowledge and experience.

They have been awarded Corporate Chartered status by the Chartered Insurance Institute -the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing serviceand support of the highest quality.

They are passionate about equal opportunities and diversity within the industry and have worked hard to develop a fantastic people-led culture from which they are proud winners of the 2019 and 2021 awards for the _Best Financial Advisers to Work for_.

**About the role**

**Experience and Qualifications**
- 1+ years’ experience in a PA, administration or reception/front of house role
- Experience of delivering client service at the highest level and ideally use of a CRM system
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with an extremely high level of attention to detail.

**Location and hybrid working**: Central London (1-2 days per week; more during initial training/induction) with hybrid working flexibility.

**Salary**: £24-£28k, with a discretionary bonus and an excellent benefits package.

**Hours of work**:37.5 hours per week, office hours 9am to 5.30pm.


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