The Company: Leeds city centre-based IFA firm looking to attract an experienced Financial Planning Administrator to their continuously expanding adviser support team. Very much a growth orientated business providing HNW private clientele with broad private wealth focused, family planning advice.
- Office Location: Central Leeds
- Working Setup: 100% office-based
Package: £32-34k DOE discretionary bonus and full company benefits
- Benefits: 4% pension, 4xDIS stats plus a flexible benefits package
- Holidays: 23-days holiday stats
- Working hours: 9am-5pm (Mon-Fri)
The Role: Supporting a small team of experienced Paraplanners, Financial Advisers and Directors from a technical administration perspective. Duties include:
- Processing new business applications across the key financial products
- Submitting transactions and trade requests including fund switches on and off Platform
- Obtaining illustrations and product literature
- Obtaining Client Portfolio Valuations
- Preparing review packs for client meetings
- Acting as a key point of contact for clients and Financial Advisers/Directors
- Liaising with products providers
- Actioning Letters of Authority
- Maintaining accurate client records
The Person: A background in the IFA/wealth management background is a must, coupled with administrative experience supporting private wealth focused financial planners. This role/remit will suit a career administrator who enjoys Do you hold:
- 3+ years financial services industry experience?
- Experienced processing new business across Investments & Pensions?
- Xplan and/or FE Analytics experience would also be desirable?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.