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Financial Planning Administrator

Financial Planning Administrator

CB3 Associates Ltd

Posted a day ago, valid for 7 days

Sheffield, South Yorkshire S5 8DP

£25 - £27 per hour

Full Time

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Sonic Summary

The company is a highly regarded advisory firm based in Sheffield, seeking an experienced Financial Services Co-ordinator for their private wealth management team.
The role offers a salary package of £25-27k base, along with an annual bonus and comprehensive company benefits, including a flexi-benefits package and 25 days of holiday.
The position involves providing focused administrative support to a private wealth advisory team, including processing business, scheduling activities, and client onboarding.
Candidates must have adviser support experience, ideally in an IFA, wealth management, or investment management setting, with a focus on HNW clientele.
Applications should be sent to Chris at CB3 Associates Ltd, and will be reviewed within 24 hours.

The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team.

Office Location: Central Sheffield
Hybrid Working: Yes - Flexible across office/home working up to 2-days WFH

Package: £25-27k base + annual bonus and full company benefits:

Flexi-benefits package on top inclusive of an auto-enrolled pension, 2xDIS plus personal health cash plan
Holidays: 25-days + stats

The Role: A focused administrative support role to a private wealth advisory team focused on servicing HNW private clientele. An overview of duties includes:

Processing all new/existing business
Financial Planner activity scheduling and client meeting co-ordination.
Client on boarding including AML checks, client record generation and on-going records maintenance.
Distributing all relevant internal and external applications, and actively managing the progress of the applications.
Preparing client review reports with relevant supporting documents and processing the post review paperwork.
Liaising with third parties regarding the transfer of stock and/or servicing rights and seeing these through to completion.
Acting as the primary client interface for inbound/outbound queries from both internal and external Private Clients.
Contributing to the development of the department in terms of service delivery, efficiency, compliance and effectiveness

The Person: Adviser Support experience is required - Ideally within an IFA, wealth management or investment management business.

Required: Both new & existing business processing experience
Required: Client relationship management skills for clientele sitting in the HNW arena; supporting advisers managing significant levels of AUM.

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

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