Financial Planning Administrator
17 hours ago
Capio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.
About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in thriving together, creating an enjoyable environment to achieve success for their team and clients alike.
Key Responsibilities- Provide invaluable support to the Paraplanning and Advice team
- Ensure regulatory requirements are met and business risk mitigated throughout the journey
- Effectively communicate with clients, advisers, and product providers to maintain relationships
- Prioritize and organize workload to meet deadlines
- Experience working in a Financial Planning Firm
- Proficient data and IT skills, working with a high level of accuracy and efficient process
- Experience using Intelliflo and/or The Openwork Partnership's ConcertHub system (desired)
- Competitive salary
- Workplace pension
- Great holiday offering
- Buy or sale of 5 days holiday per year
- Private Medical Scheme
- Hybrid and flexible working
- Exam funding and support
- Discounts on professional services
If you would like to hear more, please get in contact with us at Capio Recruitment.
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