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The Company: Nationally renowned IFA firm with a site in Halifax looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
- Office Location: Sowerby Bridge,Halifax
- Hybrid/Home Working: 100% office-based
Package: £25-30k DOE + discretionary bonus and full company benefits
- Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Diploma via the CII
- Bonus: Discretionary, paid annually
The Role: A client-centric admin focused adviser support roledealing with technical administration and business processing workloads:
- New business processing - Online processing and by post for all life and pension business
- Switching - Online and by post
- Dealing with telephone enquiries with clients/providers
- Administration tasks such as filing/scanning/faxing
- Preparation of client servicing reviews, including valuation reports
- Pension transfers including final salary schemes
You will support consultants in a whole of market capacity and provide a high-quality service to new and existing individual clients.
The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to supporting advisers in a private wealth focused advice environment.
- Required: 2+ years industry experience within financial services
- Required: Experience of processing investments and pensions business
- Required: Be 100% happy/comfortable being office based and able to commute to the office
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
