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The Company: A client-centric and family friendly wealth planning business based South side of York looking to add a Financial Planning Administrator to their adviser support team. An excellent opportunity to join a professional advice firm in a key back-office role:
- Office Location: York
- Hybrid/Home Working: Yes - Hybrid split between home/office working
Package: £24-26k base + annual bonus and full company benefits:
- 25 days holiday + stats, 5% pension & 2xDIS
- Highly rewarding bonus structure based on business performance
- Standard hours: Mon-Fri (9am-5pm)
The Role:A dedicated Admin Support working alongside a high-performing investments/pensions advice focused financial planner. Duties include:
- Providing client valuations
- Managing technical queries from clients
- Fund switches/Withdrawals
- Liaising with clients to obtain fact-find info
- Preparing reports for advisers
- Preparing illustrations
- Checking and updating CFR and advice record/liaising with advisers
- Preparing paperwork
- Process all new business and prepare the necessary paperwork
The Person: Private wealth focused administration support exposure is required, with 2+ years’ hands-on practical experience working within a similar financial planning environment. Will suit someone who really enjoys a broad ranging adviser support role and building relationships with key clients and their families:
- Essential: 2+ years’ experience processing new 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
