IFA Administrator
other jobs Cap Resourcing Ltd Job
Added before 9 Days
- England,South East,Hampshire,Southampton
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
CAP Resourcing is proud to be working with a well-established financial planning business in Southampton who are looking to appoint an Adviser Support Administrator to join their growing team.
This is a key support role, working closely with Financial Advisers to ensure clients receive a professional, compliant and personable financial planning experience.
To be successful in this role, you will be:
*Highly organised with strong attention to detail
*Confident in written and verbal communication
*Comfortable working independently and as part of a team
*Able to manage multiple tasks and varying workloads
*IT-literate with solid Microsoft Office skills
*Experience within a financial services environment
*Knowledge of investment products such as ISAs, pensions and bonds
*Experience using CRM systems and investment platforms
*Willingness to work towards a regulatory qualification (no qualifications required initially)
What’s on Offer
*Competitive salary
*Contributory pension (5% employee / 5% employer)
*20 days holiday plus bank holidays (rising to 25 with service)
*Group medical benefits
*Death in service (4x salary)
*Permanent health insurance
*Flexible working arrangements
If you’re looking to develop a long-term career within financial services in a supportive, professional environment, we’d love to hear from you.
This is a key support role, working closely with Financial Advisers to ensure clients receive a professional, compliant and personable financial planning experience.
To be successful in this role, you will be:
*Highly organised with strong attention to detail
*Confident in written and verbal communication
*Comfortable working independently and as part of a team
*Able to manage multiple tasks and varying workloads
*IT-literate with solid Microsoft Office skills
*Experience within a financial services environment
*Knowledge of investment products such as ISAs, pensions and bonds
*Experience using CRM systems and investment platforms
*Willingness to work towards a regulatory qualification (no qualifications required initially)
What’s on Offer
*Competitive salary
*Contributory pension (5% employee / 5% employer)
*20 days holiday plus bank holidays (rising to 25 with service)
*Group medical benefits
*Death in service (4x salary)
*Permanent health insurance
*Flexible working arrangements
If you’re looking to develop a long-term career within financial services in a supportive, professional environment, we’d love to hear from you.
Job number 3623842
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