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IFA Administrator (Part-time)

CB3 Associates Ltd
Job LocationIlkley
EducationNot Mentioned
Salary25,000 - 28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The Company: Client-centric, private wealth focused IFA firm who are looking to recruit a part-time IFA Administrator to support the director of the business on a 1 to 1 basis. Based from their Ilkley, North Leeds office you will controlthe administrative support function which includes everything from business processing, & general admin support to welcoming clients/meet and greets and managing those business relationships.Hours of Work: Circa 20-24 hours per week working 3 full days (9am-5pm) or reduced hours across 5 days catering for school hours/family etc.The Role: The role itself is a technical IFA Administrator remit providing admin support to a high performing, private wealth biased financial adviser. This requires responsibility for all business processing and the relationship managementof all clientele/product providers so key accountabilities include:

  • Preparing financial reports following full audit of clients portfolios.
  • Accurately inputting of New Business Applications for Life, Investment, Mortgages and Pensions
  • Setting up of New ISA/GIA accounts using Provider platforms.
  • Obtaining quotations
  • Valuations
  • Preparing illustrations for Advisers
  • Dealing with requests to switch or sell client investments, additional investments, along with changes to clients benefits on existing business.
  • Issuing of Letters of Authority, along with updating the clients data base following receipt of information and contact with Clients and Providers alike.
  • Basic suitability report writing assistance supporting the wider groups technical paraplanners as required
The Person: Anyone with 2+ years experience within IFA/wealth management administration who is particularly keen on that 1 to 1 support remit working in close knit quarters with an adviser is encouraged to apply. Key skillsets include buildingrelationships with clients and the ability to offer consultative technical administration support to key external stakeholders.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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