IFA Administrator

Job Location	Shepley
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:Bespoke financial planning firm based in the Shepley area of South Huddersfield looking to recruit an experienced IFA Administrator/Client Services Assistant into their back-office team to support a team of high-performing, privatewealth focused financial advisers.

Office Location: Shepley, South side of Huddersfield
Hybrid Working: No - 100% office based so employee commute/geography needs to work

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

23 days holiday + stats, company pension, 4xDIS plus wider company benefits
35-hour working week (Mon-Fri, 9am-5pm)

The Role: Broad wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective:

Produce Valuations and meeting packs for client reviews
Prompt and compliant submission of new business inclusive of investments, pensions, protection and tax/trust workload
Managing pipeline business
Liaising with high net worth clients and providers
Maintaining the client database
Responsible for inputting and reconciling all fees
Screening and dealing with consultants’ post, e-mails and calls
Diary management
Providing basic product and fund research in assistance of the paraplanning team

The Person: A background in the IFA/wealth management background is a must, coupled with exposure to supporting IFA’s/financial advisers in a prior role:

Strong client relationships skills required
Ability to manage workloads across multiple provider platforms and funds
Investments & pensions case exposure needed

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

APPLY NOW