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The Company: An expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Services Administrator to their back-office support team. The firm themselves are a fee-based financial planning setup who specialise in retirement planning, tax planning, investments, and pensions, offering bespoke financial advice to individuals, businesses and trusts.
- Office Location: Central Harrogate
- Hybrid/Home Working: 100% office-based
Package: £28-32k base + discretionary bonus & full company benefits
- Key Benefits: 8%Pension, 4xDIS & Private Medical Cover
- Holidays: 25-days + stats
- Working Hours: 8.30am-5pm Mon-Thurs, 8.30am-1pm Friday
The Role: A broad wealth administration support role geared around supporting high performing financial advisers, working in HNW client circles. Sitting within a team of 3 your responsibilities include:
- Process all new/existing business
- Co-ordinate client review meetings including arranging meetings with the Financial Adviser, preparation of the client’s valuation (Intelliflo) and review meeting pack.
- Complete the details from Fact finds on the IO system and filing on Papercloud
- Issue recommendation reports to clients and prepare illustrations and any paperwork required.
- Obtain LOA’s
- Fund switches.
- Ensure that client files are fully FCA compliant.
The Person: The successful candidate will ideally come from an IFA/wealth management background and must have exposure to supporting IFA’s/financial advisers in a private wealth environment. Do you hold:
- 2+ years industry experience with exposure to a similar working environment - Ideally within an IFA or wider wealth management business
- New/existing business processing experience across investments, pensions and protection/life cover caseloads
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
