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The Company: A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team. An excellent opportunity to join a professional firm looking to expand their offerings as we head into 2025:
- Office Location: Wakefield
- Hybrid/Home Working: No - 100% office-based
Package: £25-28k base + annual bonus and full company benefits:
- 25 days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance
- Highly rewarding bonus structure based on business performance
- Standard hours: 9am-5pm
The Role:The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:
- Process new client applications and ensure all necessary paperwork is completed accurately
- Maintain accurate and up-to-date client records on the CRM platform (Salesforce)
- Liaise with third party providers to gather plan information.
- Conduct critical yield calculations and demonstrate a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
- Liaise with clients to gather information and complete account administration tasks.
- Assist with processing client investment transactions, ensuring adherence to compliance procedures.
- Prepare reports and presentations for Financial Advisers.
- Manage client queries and resolve issues promptly and professionally.
- Maintain a strong understanding of current financial products and regulations.
- Contribute to the development and implementation of efficient administrative processes.
The Person: Private wealth focused administration support exposure is required here, with 2+ years’ hands-on practical experience the ideal:
- Essential: 2+ years’ experience processing investments and/or pensions business
- Essential: Experience of managing & building relationships with private wealth clientele
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
