The Company: Chartered IFA firm based in East Leeds looking to add an experienced Financial Services Administrator to their back-office support team as an expansion to their current setup:
- Office Location: Colton - East Leeds
- Hybrid/Home Working: Yes - 3-days office, 2-days WFH after initial training period
Package: £27-32k base + bonus/benefits
- Benefits: Pension, 4xDIS, Group Income Protection & wider company benefits
- Holidays: 25-days + stats
- Bonus: Discretionary - Paid annually
The Role: A broad wealth administration support role geared around supporting high performing financial advisers, working in HNW client circles. Sitting within a team of 3 your responsibilities include:
- Acting as the POC for our clients, our Financial Advisers and product providers
- To co-ordinate client review meetings including arranging meetings with the Financial Adviser, preparation of the client's valuation and review meeting pack.
- To issue recommendation reports to clients and prepare illustrations and any paperwork required.
- Ensure that client files are fully FCA compliant.
- Ensure that any transactions are monitored and completed accurately and in a timely fashion in line with compliance guidelines and company procedures
- To consult with clients, their professional advisers (where necessary) and product providers to obtain or provide any relevant information and to assist in resolving queries.
- To maintain our CRM System (Intelligent Office) and client records in line with company procedures.
- To ensure that tasks are dealt with and completed in line with company procedures.
The Person: The successful candidate will ideally come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers in a private wealth environment.
- Required: Knowledge of processing new/existing business across investments, pensions and protection/life cover caseloads
- Required: 2+ years industry experience with exposure to a similar working environment - Either an IFA or wealth management business
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk