Ifa Administrator

5 days ago

Sheffield, United Kingdom CB3 Associates Ltd Full time

**The Company**:I am currently working alongside a regionally established, growing IFA firm in Central Sheffield who are looking to add an experienced IFA Administrator to their back-office support team. My client is an independent financialadvice firm who adopt a personal, tailored approach to financial planning and require an experienced financial services professional to join their team. Their core market is private wealth inclusive of investments, pensions, protection & IHT/tax planning witha professional focused, targeted client base being the foundation of their continued development as a firm.

**The Role**:The remit here is a very broad wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective. Sitting within a small technicalsupport team your responsibilities include, but are not limited to the following:

- Analysing and assisting with research for compiling Financial Planning reports
- Handling client queries wherever possible for the Advisers
- Servicing existing clients by providing valuations and portfolio updates as and when required
- Send letters of authority and gather accurate information
- Maintaining client records

You will support consultants in a whole of market capacity and provide a high-quality service to new and existing individual clients. The role will require you to support both administrators and consultants in their work and be that technical point of contactwithin the back-office.

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