Wealth Planning Administrator

4 weeks ago


Leeds, United Kingdom CB3 Associates Ltd Full time

**The Company**: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in an experienced, private wealth focused IFA Administrator to their expanding back-office support team.
- **Office Location**: Central Leeds
- **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH

**Package**:£25-28k base DOE + bonus and full company benefits
- **Benefits**:24 days holiday plus stats, pension, 4xDIS on top of a full company benefits package
- **Bonus**: Discretionary - Paid annually

**The Role**:Sitting alongside a team of administrators this role/remit is to work alongside 2 high performing financial advisers. Duties include:

- On boarding new clients to the business, ensuring the new client file is fully compliant
- Adding new client information to Intelligent Office back-office system
- Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded
- Preparation/Implementation of advice
- Prepare cost and charges disclosure documents
- Obtain illustrations
- Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment
- Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation
- Ensure that fact find sections within Intelligent Office are completed and updated when appropriate

**The Person**:An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment.
- Required: 2+ years’ industry experience
- Required: New/existing business processing experience
- Desirable: Intelligent Office system usage


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