IFA Administrator

The Company: Regional IFA business based in Brighouse looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing advisers. Both part-time and full-time applicants to be considered:

• Office Location: Brighouse, Huddersfield
• Hybrid/Home Working: 100% office-based

Package: £25-27k DOE + discretionary bonus and full company benefits

• Benefits: 4% pension, 4xDIS, 23-days holiday + stats & full study support to Diploma via the CII
• Bonus: Discretionary, paid annually

The Role: Admin support rolesupporting two IFAs from a technical administration and business processing perspective. Duties include:

• New business processing
• Preparing client review pack for client meetings
• Obtaining quotations/valuations
• Dealing with product providers and managing relationships accordingly
• Assistance with client business development and relationship management

The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused environment:

• Essential: 2+ years industry experience within financial services
• Preferred: A career administrator happy at this level and not looking to progress into paraplanning work

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