Senior Ifa Administrator

2 weeks ago


Harrogate, United Kingdom CB3 Associates Ltd Full time

**The Company**:Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experience IFA Administrator into their back-office team. A circa 18-adviser firm with growth plans afoot for 2023 and beyond.
- **Office Location**: Harrogate
- **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH

**Package**:£27-30k 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**:The full administrative and technical support of multiple high performing financial advisers working within private wealth advice circles. Duties include:

- New business processing and client on-boarding
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Managing client relationships and being the first point of contact for technical queries as required
- Basic product research across investments, pensions, protection and IHT work
- Workflow 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.
- Required: 2+ years hands on, practical experience of adviser support
- Business processing experience for investment and pensions cases
- Client relationship management experience


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