Trainee IFA Administrator
- Recruiter
- CAPIO RECRUITMENT LIMITED
- Location
- Birmingham, UK
- Salary
- 20,000 - 23,000 GBP per year
- Posted
- 27 Jun 2022
- Closes
- 01 Jul 2022
- Ref
- 3246902017
- Job role
- Trainee accountant
- Sector
- Accounting - Public practice
Job Title - Trainee IFA Administrator
Location - Birmingham
Salary - £20,000 - £23,000
Job Description:
Capio Recruitment is working with a respected financial planning firm on an exciting opportunity for an Trainee IFA Administrator to join a boutique practice in Birmingham. The firm puts their clients at the forefront of the business, with an individual financial roadmap to every person who walks through the door.
The role itself will be supporting the rapidly growing team with a regional presence and vast financial services experience. This position is for an administrator who will be working on the client team at the firm to help provide support across new business, onboarding clients, producing valuations and illustrations, and you will be an important part of the ongoing growth within the business.
With our client looking to find longstanding candidates, this role would suit someone who is looking to build and develop within an influential wealth management practice.
What our client will offer you:
Location - Birmingham
Salary - £20,000 - £23,000
Job Description:
Capio Recruitment is working with a respected financial planning firm on an exciting opportunity for an Trainee IFA Administrator to join a boutique practice in Birmingham. The firm puts their clients at the forefront of the business, with an individual financial roadmap to every person who walks through the door.
The role itself will be supporting the rapidly growing team with a regional presence and vast financial services experience. This position is for an administrator who will be working on the client team at the firm to help provide support across new business, onboarding clients, producing valuations and illustrations, and you will be an important part of the ongoing growth within the business.
With our client looking to find longstanding candidates, this role would suit someone who is looking to build and develop within an influential wealth management practice.
What our client will offer you:
- Comprehensive training structure
- Progressive company with a social and supportive office environment
- Attractive benefits package
- Dynamic workplace with key development and experience
- Experience within an IFA Firm (Preferred)
- Understanding of back-office systems such as Intelligent Office (Preferred)
- Experience with client interaction on phone, email and in person (Essential)
- Background within Financial Services (Essential)