Financial Services Administrator

4 days ago


Northallerton, United Kingdom CB3 Associates Ltd Full time

**The Company**:National IFA firm supported by a private equity backer looking to expand their administrative support team and bring in a Client Administrator into their Northallerton office.
- **Office Location**:Northallerton
- **Hybrid Working**: Yes - Flexible for the right person

**Package**: £24-28k DOE + bonus and full company benefits
- 22 days holiday + stats, 9% non-contributory pension, 3xDIS, Income Protection and a flex-me scheme. Study support to diploma level + 8/10% bonus annually
- Flexible working: 3-days office, 2-days from home

**The Role**:The Client Administration Team is responsible for the day-to-day administration of clients sourced by their team of Wealth Planning Advisers. Duties include:

- Processing new business
- Illustrations and projections
- Valuations
- Producing plan information updates
- Accurately update and maintain information on the back-office systems
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
- Preparation for client meetings within agreed timescales following the Company’s
- Procedures to include all meeting pack documentation
- Prepare any pre-approval forms as and when required

**The Person**:Requires professional services sector admin exposure, whether that be wealth management, pensions etc or previous experience working in a wider professional services environment. Ideally your skillset will include:

- Client relationship management experience
- Ability to manage workloads across multiple provider platforms and funds
- Investments & pensions casework exposure
- Previous experience of the Curo system advantageous, but not essential

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- On-site parking
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

COVID-19 considerations:
None

Ability to commute/relocate:

- Northallerton: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Northallerton

Reference ID: CB3 - IFA Administrator/Northallerton

Flextime



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