IFA Administrator

CB3 Associates Ltd

Posted 12 hours ago, valid for 11 days

Halifax, West Yorkshire HX1 2XW

£28,000 - £33,600 per annum

Full Time

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The Company: An established, Halifax based IFA firm looking to add a private wealth focused IFA Administrator to their adviser support team. A consultative lifestyle planning firm with a very clear focus on ensuring an excellent client experience.

Office Location: Halifax
Hybrid/Home Working: Yes - Hybrid office/home working

Package: £25-28k base + discretionary bonus and full company benefits

Key Benefits: 5% Pension, 4 x DIS and a flexible working setup
Holidays: 25 days holiday + stats
Working hours: 35hrs p/w

The Role: Providing full back-office Admin support to Advisers, acting as port of call for client queries as required too. Duties include:

To provide accurate and timely administrative support to the administration teams, ensuring compliance with internal and statutory requirements.
To accurately post remuneration onto the firms’ back-office system.
To maintain accurate and up-to-date computer records in order to report accurate figures as required and support business activity effectively.
To operate as a member of Private Client Administrative team, including liaison with advisers and other staff as required, to ensure all administrative activities are completed accurately and on time
To ensure correct documentation is issued in line with all compliance requirements
Maintain good working relationships with customers, providers, clients and colleagues.

Other ad hoc duties reasonable and appropriate to post, as required to support the administrative functions within the business such as Mail Merges, Post Duties, Meeting Room Preparation and Greeting Clients.

The Person: The firm is looking to attract an industry experienced head to their already experienced team. Ideally you will be:

Currently sat within Admin support for an IFA/wealth manager of investment manager
Experienced in processing new/existing business within investments and pensions
Comfortable working in a team-orientated office environment
Experienced with Intelligent Office/Intelliflo or equivalent systems

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further Financial Services industry related opportunities, see the website: www.cb3associates.co.uk