IFA Administrator

3 weeks ago

Harrogate North Yorkshire, United Kingdom CB3 Associates Ltd Full time

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.

  • Location: Harrogate
  • Working: Yes – 3-days office, 2 days WFH

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

  • business processing and client on-boarding
  • client review pack for client meetings
  • quotations/valuations
  • with product providers and managing relationships accordingly
  • client relationships and being the first point of contact for technical queries as required
  • product research across investments, pensions, protection and IHT work
  • 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.

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

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