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IFA Administrator

CB3 Associates Ltd
Job LocationHorsforth
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The Company: Established IFA business based in North Leeds who are looking to add an experienced IFA Administrator to their expanding back-office support team, working alongside multiple private wealth focused financial advisers:

  • Office Location: Central Leeds
  • Hybrid/Home Working: Yes - 3-days in the office/2-days WFH
Package: £25-30k DOE + discretionary bonus and full company benefits
  • Benefits: Includes 7% pension, Private healthcare, 4xDIS plus full company benefits
  • Working hours: Full-time - 37.5hrs p/w
The Role: To support the advice process providing full financial planning administration support. Duties include:
  • Preparing client valuations and review packs
  • Processing new business applications, withdrawals and other transactions via platforms or application forms
  • Producing annual review reports
  • Creating and maintaining fees, and producing invoices where appropriate
  • Dealing with ad-hoc client and provider queries professionally and efficiently
  • Sending letters of authority, and requesting and collating plan information
  • Use of the back office system (Intelliflo Office) to ensure client records are complete and accurate
The Person: An IFA/wealth management background is essential alongside having exposure to, and supporting IFAs/financial advisers in a technical administration capacity:
  • New/existing business processing experience across investments, pensions and protection advice
  • Intelliflo office system experience preferred, but not essential
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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