Administrator - Financial Adviser Support

4 weeks ago

Leeds, United Kingdom Bartlett Group Ltd Full time

**Bartlett Wealth Management**

We’re a recognised chartered financial planning firm founded over 50 years ago who pride ourselves on providing an outstanding level of service and technical ability.

Our success is well evidenced as we continue to grow year on year. **Placed 1st in FT Adviser’s ‘Top 100 Advisers 2021** and recent winners of the **Employer of the Year **awards, the Wealth Management business is part of the larger Bartlett Group which means this role offers the best of both worlds’ scenario; joining a successful team at a significant and pivotal time of growth, as well as benefiting from the opportunities a larger group provides.

**The Role - Adviser Support Administrator**

To provide financial planning administration and become a valuable member of our client-focused Adviser Support Team. You will be working to deal with queries from internal and/or external contacts and fulfil administrative tasks to support the requirements of our client, financial advisers and wider Wealth Management department across a full range of financial products.

**Duties include**:

- Preparing client valuations and review packs
- Producing annual review reports
- Creating and maintaining fees, and producing invoices where appropriate
- Dealing with ad-hoc client and provider queries professionally and efficiently
- Sending letters of authority, and requesting and collating plan information
- Use of the back office system (Intelliflo Office) to ensure client records are complete and accurate
- Previous administrative experience within an Independent Financial Adviser firm or similar financial services environment
- Experience of back office systems (preferably Intelligent Office), as well as a good understanding of the industry
- Excellent attention to detail, accompanied by strong organisational and interpersonal skills
- Solid use of Microsoft Office Applications

**In return**:
We are offering a competitive basic salary (level strictly dependent on experience) and benefits package.

This is an amazing opportunity to join a highly successful company who will invest in your career and development.

Work Remotely
- Yes

**Salary**: £23,000.00-£28,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Cycle to work scheme
- Gym membership
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Leeds, West Yorkshire: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Paraplanning: 1 year (preferred)

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