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Ifa Administrator

4 months ago

Coventry, United Kingdom CAPIO RECRUITMENT LIMITED Full time

Capio recruitment are working with a Wealth Management firm in Coventry to bring on an IFA Administrator to join their team. The firm prides themselves on their clients, specialising in providing financial advice to high-net-worth individuals. The firm dealwith high net worth clients and provide advice on investments, pensions and defined benefits transfers.

You will be working closely with the Senior Investment Advisor. Some of the day-today duties include Preparing client investment review packs, sending out and chasing client letters of authority, obtaining telephone valuations and working closely with therest of the team working on client cases.

Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talentwhilst providing a family feel environment, with regular social events.

What our client will offer you:
Attractive benefits package

Competitive salary

Hybrid working

Ongoing training and development

Close-knit working environment

Required experience:
Experience working within an independent firm

Proficient in using Microsoft 365 and an understanding back office systems such as Intelligent Office

Ambitious individual looking to develop within a Financial Planning firm

Excellent communication skills