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The Company: Extremely well-respected, client-centric focused IFA firm based in Central York looking to add an experienced Financial Planning Administrator who ideally holds some basic suitability report writing experience to their adviser support team:
- Office Location: Central York
- Hybrid/Home Working: Yes - 3-days office, 2-days WFH
Package: £27-29k base DOE + annual bonus & full company benefits
- Holidays: 25 days holiday + stats
- Working Hours: Full-time - 37.5hrs p/w
The Role: A hybrid role working across wealth administration support and basic research/suitability report writing that is geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective.
- New business processing
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Managing client relationships and being the first point of contact for technical queries as required
- Database management
- Assistance with client business development and marketing materials
- Product research
- Paraplanning and suitability report compilation - ISA transfers, lump sum investments etc
The Person: Will ideally come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the transaction of private wealth focused financial advice:
- Required: 2 years + experience in an Admin/Adviser Support role
- Required: Exposure to private wealth investments, pensions and protection casework
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
