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The Company: A top-level whole of market IFA firm (Bradford based) who are part of a larger group and looking to bring in experienced Financial Services Administrator who has supported Advisers & Planners across the breadth of private wealth focused financial advice. Note - Whilst not essential, employee benefits exposure on top would be massively beneficial:
- Office Location: Bradford
- Hybrid/Home Working: Hybrid - 3-days office, 2-days WFH
Package: £25-26k base + discretionary bonus & full company benefits
- Key Benefits: 9% pension, PMI, 4xDIS, group income protection + free parking on site
- Holidays: 26-days + stats
- Working Hours: Monday-Friday (9am-5pm)
The Role: The candidate will have a passion for providing first class administration support and someone who takes pride in their work. This is an excellent opportunity to work towards relevant Level 4 qualifications in Financial Services. Responsibilities, Duties and Tasks include:
- Providing a robust administration function to the financial planning team in an efficient and timely manner
- Supports Paraplanners with various tasks to help the team in their production of suitability reports, with a view to moving to a Paraplanning role
- Carrying out necessary technical research and analysis to support the Financial Advisers and meet client needs and objectives.
- Preparing cashflow modelling reports to assist with client retirement planning.
- Completes all work according to procedures and standards
- Assists in preparation of review and new client meeting information where required
- Using a variety of software packages, such as Durell, Outlook, Assureweb, Cashcalc & IIress
- Obtaining quotations for Life Protection business
- Assisting in the administration of employee benefit schemes such as group life, group
The Person: The successful candidate will ideally come from a financial services industry background and have exposure to supporting IFA’s/financial advisers either in a private wealth environment, or corporate/employee benefits.
- 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 wider 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
