IFA Administrator

CB3 Associates Ltd
10 Feb 2018
15 Feb 2018
Contract Type
Full Time

The Company: I am currently working on behalf of a really successful, Chartered advice firm based in York who are looking to add an experienced financial planning administrator to join their back-office team. You will be joining a progressive, forward thinking business who are looking to expand, add-headcount, and with plans to double their adviser-base over the next 2 years they seek an ambitious administrator who is keen on personal progression to add to their growing support function.

The Role: The remit here is a very broad private wealth focused administration support role which is modelled in a team environment, supporting multiple high performing financial advisers. Your responsibilities include, but are not limited to the following:

  • Provide pre and post-meeting support.
  • Book client meetings
  • Prepare valuation reports and documentation in readiness for the meeting and proactively review client files and provide discussion points for the meeting
  • Process new business liaising with Advisers, providers and third parties updating all relevant systems and ensuing correct completion of necessary documents.

Benefits: Annual bonus + study support and company pension/DIS

The Person: The successful candidate will ideally come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers in a technical admin capacity for the last 2/3 years (minimum). You will have knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus. This role would suit a progressive, ambitious admin individual looking to develop in a highly regarded, market leading advisory business - And if you have ambitions to develop down the paraplanning route medium term this particular opportunity not only offers this, but the employer encourages it.

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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