The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:
- Office Location: Sheffield
- Hybrid/Home Working: 100% office-based with ad-hoc flex to WFH as required
Package: £25-28k base DOE + bonus & full company benefits
- Benefits: 8% pension + annual bonuses and full flexible benefits package
- Holidays: 25 days holiday + stats
The Role: The remit here is a wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective:
- 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
- Ensuring that all new business applications are processed accurately and efficiently, in a compliant manner to the firm's standards.
- Send letters of authority and gather accurate information
- Provide an efficient and friendly point of contact for clients and providers, by phone, email and in person
- Maintaining client records
The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers across investments & pensions casework.
- Required: Exposure to processing new/existing private pensions 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