IFA Administrator

Job Location	Horbury
Education	Not Mentioned
Salary	£23,000 - £25,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

The Company:Directly authorised IFA firm looking to recruit a Financial Planning Administrator into their adviser support team. Rapidly growing business with expansion plans for the group as we head into 2023, offering progression routesand support to personal develop, short-term.

Location: Wakefield
Hybrid Working: Yes - 3-days office | 2-days WFH

Package: £23-25k base DOE + bonus and full company benefits

Benefits: 21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
Bonus: Discretionary - Paid annually

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
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

The Person: Must come IFA/wealth management background and have exposure to supporting IFA’s/financial advisers in some capacity, whether that be at PA or admin support level:

Required: 1+ years’ worth of FS industry experience
Required: Exposure to private wealth advice focused business processing and managing funds/platform relationships

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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