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The Company: A high calibre, South Leeds based IFA firm who are looking to add a Financial Planning Administrator to their back-office team on a part-time basis. This is a technical administration role supporting multiple planners across the breadth of private wealth caseloads, primarily within investments and pensions advice.
- Office Location: Morley, South Leeds
- Working Setup: Office-based
Package: £25-28k base (FTE) + discretionary bonus and full company benefits
- Key Benefits: Pension, life assurance plus free parking on site
- Bonus: Discretionary - Paid annually
- Holidays: 25-days + stats (pro-rata)
- Hours: Circa 20-24hrs across ¾ days - Flexible
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. 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.
The Person: This is an excellent opportunity for someone with IFA Administration experience who is looking for reduced hours across 3-days, or hours that fit inside school hours across 4/5-days. Do you hold:
- 2+ years Admin Support experience in an IFA and/or wealth manager
- Experience processing new business inclusive of investments, pensions and protection cases
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
