Financial Planning Adminstrator - CB3 Associates Ltd : Job Details

The Company: An established, York based IFA firm looking to attract an experienced Financial Planning Administrator into their expanding, client-friendly adviser support team. Supporting Advisers and Paraplanners as part of a team of 10, they offer an opportunity to join a business providing focused HNW private clientele with family planning and wealth management advice.

• Office Location: Escrick, South York
• Working Setup: 100% office-based

Package: £30-32k base discretionary bonus and full company benefits

• Benefits: Auto-enrolled pension, 2xDIS PMI Cover
• Holidays: 26-days holiday stats
• Working hours: Full-time

The Role: The remit is a technical administration role dealing with all internal processing as well as managing client relationships and query management. Further duties include:

• Dealing with general administration tasks such as answering phones, managing emails and dealing with post
• Processing client applications, submitting new business accurately and efficiently
• Placing investment trades and fund switches on instruction
• Liaising with providers and clients to obtain and update information
• Maintaining internal systems and records
• Organising annual reviews with clients
• Preparing reports and paperwork for client meetings
• Supporting advisers and paraplanners to help deliver a smooth client experience

The Person: A background in the IFA/wealth management background is required, coupled with administrative experience supporting private wealth focused financial planners. Do you hold:

• 2+ years financial services industry experience?
• Experienced in processing new business across Investments & Pensions caseloads?
• Meticulous attention to detail with accuracy at the forefront of your work?

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.