Financial Planning Administrator
The Company: Regional IFA firm based in Moortown, North Leeds who are looking to recruit an Financial Planning Administrator in support of a very high-performing Financial Planner on a dedicated, 1 to 1 consultative support type basis.
- Office Location: Moortown, North Leeds
- Working Setup: Office base initially with flex to WFH after probations etc
Package: £28-32k base DOE + bonus and full company benefits
- Benefits: Pension, 4xDIS + full study support (CII)
- Holidays: 23-days holiday + stats
- Bonus: Discretionary – Paid annually
The Role: A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include:
- New business processing
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Managing client relationships and being the first point of contact for technical queries as required
- Database management
- Assistance with client business development and marketing materials
- Basic paraplanning and suitability report compilation – ISA transfers, lump sum investments etc
The Person: This opportunity will suit an FS industry experienced administrator who can deal with a breadth of technical casework across investments, pensions and family planning advice and is looking to develop into more technical work/paraplanning across the medium-term. Do you:
- Hold 3+ years’ experience within a private wealth focused adviser support role?
- Have experience using the Intelligent office system alongside a working knowledge of product provider platforms such as AJ Bell and Transact?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.