IFA Administrator

The Company: Family-feel IFA business looking to bring in an experienced IFA Administrator following a recent expansion to their advisory team. Currently a 15-person strong firm with plans to expand across the next 5 years - Offers an opportunity for and experienced Administrator looking for flexibility around home-life, or a budding 'trainee paraplanner’ looking for a development opportunity short/medium-term.

• Office Location: Ilkley, North Leeds
• Hybrid/Home Working: Yes - Home/office working split

Package: £25-30k base + annual bonus and full company benefits:

• Benefits: 24 days holiday + stats, discretionary bonus and full benefits package inclusive of pension, DIS and study support to Diploma/Chartered
• Standard hours: 9am-5pm (Flexible working)

The Role: A technically challenging IFA Administrator role/remit providing administrative support to multiple high performing private wealth biased financial advisers in a team structure. Key accountabilities include:

• Liaising with colleagues, clients and professional contacts.
• Processing all new business across the breadth of personal investments, pensions, protection and IHT planning casework
• On boarding new clients to the business, ensuring the new client file is fully compliant.
• Ensuring that all tasks are dealt with within the required timescales
• Assisting with preparing client review packs
• Maintaining accurate records and adhering to company process and procedure as required
• Providing general office administrative support including filing, scanning, photocopying, post & franking

The Person: Whole of market IFA business environment experience preferred, ideally supporting advisers across business processing and client relationship management.

• Required: Exposure to managing clientele sitting in the HNW private wealth arena
• Required: Managing and indeed administering significant levels of AUM
• Advantageous: Intelligent Office experience

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk