Financial Adviser Support Administrator

Job Location	Horbury
Education	Not Mentioned
Salary	22,000 - 25,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

The Company:A directly authorised IFA firm based in Wakefield who are looking to recruit an Adviser Support head into their IFA administration team. Heading into a team of 18 staff across two distinct areas of the firms adviser supportstructure, this is a highly developmental role for someone with adviser support experience who is looking to continue into more technical administration work over the next 6-9 months.The Role: A private wealth focused adviser support role supporting financial advisers covering a West Yorkshire geographic. Duties & responsibilities include:

Providing nominated advisers with general administration support
Processing and monitoring of new business applications in accordance with procedures
Inputting adviser fee information onto CMS
Creating and managing client records
Keeping the client database information up to date
Scanning Relevant Documentation into Client Management System
Completing forms when required
Communicating with clients and providers
Dealing with Letters of Authority
Ensure that client, policy and adviser fee information details are kept up to date on CMS
Project Work - Such as OEIC to ISA/Annual Valuations

Flexible Working: Office-based for the first 3-months with hybrid working available thereafterThe Benefits: 23 days holiday + stats, 2xDIS, Pension Auto-enrolment and free parking on siteThe Person: Will come from an IFA/wealth management background and have exposure to supporting IFAs/financial advisers in some capacity, whether that be at PA or admin support level. 1+ years worth of industry experience is required, withan understanding of how advice is put together and processed from an operational perspective paramount. The opportunity to develop into a fully-fledged, technical IFA Administrator role from here will be available after 6-9 months, with personal developmentplans put in place from day 1 to support that progression path.What next Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:Website: www.cb3associates.co.uk

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