Senior IFA Administrator

The Company: Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. A circa 20-adviser firm with growth plans afoot for 2024 and beyond.

• Office Location: Harrogate
• Hybrid/Home Working: Yes - 3-days office, 2 days WFH

Package: £28-30k base DOE + 10% bonus and full company benefits

• Benefits: 25 days holiday plus stats, pension, 4xDIS on top of a full company benefits package
• Bonus: Discretionary - Paid annually

The Role: The full administrative and technical support of multiple high performing financial advisers working within private wealth advice circles. Duties include:

• New business processing and client on-boarding
• 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
• Basic product research across investments, pensions, protection and IHT work
• Workflow management

The Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused environment.

• Required: 2+ years hands on, practical experience of adviser support
• Required: Business processing experience for investment and pensions cases
• Required: Client relationship management experience

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