Job Title: Senior IFA Administrator
Salary: £ Negotiable
Location: Coventry
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.
This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.
As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available.
Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment.
The Required Skills:
- R01, CF1 or equivalent is desirable
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- Experience of using Intelliflo would be advantageous
- A professional and personable communicator who is comfortable dealing with clients
- Strong attention to detail and a good level of numerical skills
- Good understanding of the FCA and how a Financial services firm operates
If you are interested in hearing more about this position, please get in touch with us at Capio.