Senior Financial Planning Administrator

Job Location	Horbury
Education	Not Mentioned
Salary	£25,000 - £28,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

The Company:Directly authorised IFA firm looking to bring in an industry experienced Financial Planning Administrator who holds extensive private wealth focused adviser support experience.

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

Package: £25-28k base + bonus and full company benefits

Benefits: 21 days holiday plus stats, pension, DIS on top of a full flexible benefits package
Bonus: Discretionary - Paid annually
Working week: 37.5hrs (Mon-Fri) inclusive of flexible working

The Role: A senior private wealth focused adviser support role supporting financial advisers that cover a West Yorkshire geographic. Duties & responsibilities include:

Providing nominated advisers with general administration support across investments and pensions advice
Processing and monitoring of new business applications in accordance with procedures
Inputting adviser fee information onto CMS
Creating and managing client records
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: An IFA/wealth management background is required, along with exposure to dealing with both simple and complex financial solutions, including DGTs, Gift/Loan trusts as well as VCTs and AIM ISA’s.

Essential: 5+ years industry experience within an Admin Support type role
Knowledge and awareness across the private wealth product spectrum inclusive of investments, pensions, protection and IHT planning

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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