Ifa Administrator

1 month ago


Sheffield, United Kingdom CB3 Associates Ltd Full time

**The Company**: Sheffield based IFA firm looking to add a Client Services Administrator to their expanding adviser support team. A growth orientated, multi-site business providing HNW private clientele with a breadth of private wealth and family planning advice.
- **Office Location**:Sheffield
- **Hybrid/Home Working**: Yes - Flexible for the right person

**Package**: £25-27k DOE + discretionary bonus and full company benefits
- **Benefits**:Pension, 4xDIS, Westfield Health Scheme, full study support and 27-days holiday + stats
- **Bonus**: Discretionary - Paid annually

**The Role**:To work as part of a well-established, growing Financial Planning team to deliver a consistently high level of client service to both clients and Advisers:

- Liaise with product providers, collate policy information and obtain client specific illustrations to support the analysis of data for client asset reviews.
- Obtain valuations of existing holdings and the preparation of client review packs.
- Complete any review meeting actions.
- Process platform withdrawals, fund switches, benefit crystallisations and other online transactions as necessary.
- Work closely with the Technical Analysis team to deliver a seamless, end to end service for
- Advisers.
- Develop good working relationships with product providers, technology suppliers, team members, clients and Advisers.
- Group scheme renewals and the preparation of annual governance reports for existing Workplace
- Pension Schemes.
- Maintaining accurate, compliant files.
- Updating back-office data and following defined business processes and workflows.

**The Person**:A background in the IFA/wealth management background is a must, coupled with exposure to supporting IFA’s/financial advisers from an administration perspective previously:

- 2+ years industry experience minimum
- Investments & pensions administration exposure

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

**Salary**: £25,000.00-£27,000.00 per year

**Benefits**:

- 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:

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

Work Location: Hybrid remote in Sheffield

Reference ID: CB3 - IFA Administrator/Sheffield

Flextime


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