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IFA Administrator

2 months ago

Leeds, United Kingdom CB3 Associates Ltd Full time

The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers:

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

Package: £24-27k base DOE + discretionary bonus and full company benefits

  • Benefits: Pension, 4xDIS & full professional qualifications and study support to Diploma/Chartered via the CII
  • Bonus: Discretionary, paid annually
  • Holidays: 25-days + stats

The Role: A a technically challenging IFA Administrator remit providing admin support to 2 high performing private wealth biased financial advisers. This includes all business processing requirements and the responsibility for relationship management across all clientele & product providers. Further 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
  • Act as the first port of call for client queries

The Person: The successful candidate will have excellent all-round product knowledge and be able to effectively deal with new business processing across investments and pensions work. You will also be comfortable in a consultative admin support role where client contact day to day, and adviser relationship management is paramount.

  • Required: 2+ year’s Admin/Adviser Support 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