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The Company: A high-performing IFA firm based in Central York looking to add a permanent, part-time Financial Planning Administrator to their adviser support team on a circa 24-hr p/w contract:
- Office Location: Central York
- Working Setup: 3 full-days, or 4-days around school hours (9.30am-2.30pm)
- Hybrid/Home Working: Yes - Up to 1-day WFH
Package: £25-30k base (FTE) + annual bonus and full company benefits:
- 25 days holiday + stats (pro-rata)
- Pension, DIS and lucrative annual bonus
The Role:The remit here is dedicated 1 to 1 support to a high-performing adviser across the breadth of administration and client support:
- New business processing
- Obtaining quotations
- Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities have been identified
- Dealing with product provider and any technical queries coming in from clients
- Ensuring that the CRM system is fully updated.
- Support the Adviser in establishing and maintaining effective relationships with business assurance/management.
The Person: A private wealth focused administration support background is required here. Will best suit someone who enjoys working with advisers on a consultative 1:1 basis and needs the flexibility of part-time hours:
- Essential: 2+ years’ Adviser Support experience processing investments and private pensions business
- Preferred: Flexibility to be office-based at least 2-days per week
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk
