Financial Planning Administrator

Job Title: Financial Planning Administrator

Salary: £25,000 - £ 28,000

Location: Chipping Norton

A developing independent, Chartered Financial Planning firm is looking to grow their friendly back-office team by adding a new IFA Administrator to the business.

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.

They are keen to find someone who can fit in well into the team culture that they have there whilst supporting the firms paraplanners and Financial Advisors with a range of administrative support including; producing valuations, processing new business, dealing with clients in a professional, friendly manner.

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.