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The Company: A high calibre, Harrogate based IFA firm who are looking to add an experienced Financial Planning Administrator to their expanding adviser support team. This is a highly responsible technical administration role supporting multiple planners across the breadth of private wealth caseloads, from investments and pensions to tax and trust work.
- Office Location: Central Harrogate
- Working Setup: Office-based
Package: £30-35k base + discretionary bonus and full company benefits
- Key Benefits: 5% pension, life assurance plus free parking on site
- Bonus: Discretionary - Paid annually
- Holidays: 27-days + stats
The Role: As part of an experienced Adviser Support team supporting a group of high-performing Financial Planners you will deal with all administrative matters (inclusive of client queries). Duties include:
- Liaising with policy providers
- Updating and maintaining client records
- Processing new business applications
- Fund switches
- income and withdrawal requests and monitoring the process through to completion. Duties include:
The Person: This is an excellent opportunity for someone with IFA Administration experience of Pensions and Investments workloads who is looking for a professional, client-centric proposition where the client relationship is paramount. It will suit a technically astute Adviser Support specialist who enjoys working alongside advisers in a consultative manner:
- Required: 2+ years Admin Support experience in an IFA and/or wealth manager
- Required: Product awareness inclusive of investments, pensions, protection and IHT planning/trust work
- Preferable: Avelo Exchange and Iress Database system experience
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
