IFA Administrator

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, private wealth 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