The Company: Regionally recognised, award winning IFA firm based in Wetherby looking to add an industry experienced Financial Planning Administrator to their back-office support team - This will suit those looking for development into paraplanning work short/medium-term with that progression path very much supported.
- Office Location: Wetherby
- Hybrid/Home Working: 100% office-based
Package: £25-30k DOE + discretionary bonus and full company benefits
- Benefits: 4% pension, 4xDIS, PMI & full study support to Diploma via the CII
- Holidays: 27-days holiday + stats
- Bonus: Discretionary, paid annually
The Role: To work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service. You will managing key client relationships and co-ordinate, manage and implement administration for clients - Duties include:
- Processing all new and existing business across investments and pensions work
- Gathering client information on existing investments
- Preparing documents for meetings ensuring client records are up to date and accurate
- Have regular communication with clients providing them with progress updates as required
- Co-ordinate all administration during both the client onboarding and delivery process ensuring that any meeting follow up is actioned accordingly
The Person: The successful candidate must come from an IFA/wealth management/investments management background and be very process driven! You will be able to prioritise busy workloads effectively and be a good all-round communicator:
- Required: Previous financial services experience is preferred but is not essential, but previous office-based experience is required
- Required: Excellent communication skills both written and verbal as well as being IT literate
- Preferred: Be motivated to study towards the QCF level 4 Diploma and ultimately take on research/report responsibilities in future
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:
Website: www.cb3associates.co.uk