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The Company: Chartered IFA firm looking to add an IFA Administrator to their ever-growing adviser support team in Chesterfield. A progressive, forward-thinking financial advisory business that provide HNW private clientele.
- Office Location: Chesterfield
- Hybrid Working: Yes - 3-days office, 2-days WFH after an initial training period
Package: £25-28k DOE + bonus and full company benefits
- 23 days holiday + stats, company pension, 4xDIS plus wider company benefits
- 37.5 hour working week (Mon-Fri) with flexible working available
The Role: Admin support to a very high performing, private wealth focused financial adviser as part of a dedicated adviser support team. Duties include:
- Liaising with colleagues, clients and professional contacts
- Processing all new business across the breadth of personal investments, pensions, protection and IHT planning casework
- On boarding new clients to the business, ensuring the new client file is fully compliant
- Ensuring that all tasks are dealt with within the required timescales
- Assisting with preparing client review packs
- Maintaining accurate records and adhering to company process and procedure as required
- Act as the first port of call for client queries
The Person: A background in the IFA/wealth management background is a must, coupled with exposure to supporting IFA’s/financial advisers from an administration perspective previously.
- Required: Intelligent Office (IO) system experience
- Required: Investments & pensions case exposure
- Required: Ability to manage workloads across multiple provider platforms and funds
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
