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CB3 Associates Ltd
,
Leeds, West Yorkshire
IFA Administrator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
The Company: I am currently working on behalf of a regional IFA firm based in Central Leeds who are looking to recruit and additional IFA Administrator into their busy back-office team. As a whole of market IFA who are looking to grow the business slightly across 2020, you will support 2 financial advisers across the breadth of HNW private client workload - From investments and pensions cases to protection, IHT planning and trust work. The Role: The role itself is a technically challenging IFA Administrator remit providing admin support to 2 high performing private wealth biased financial advisers. This includes all business processing requirements and the responsibility for relationship management across all clientele & product providers. Further key accountabilities include: Liaising with colleagues, clients and professional contacts. Processing all new business across the breadth of personal investments, pensions, protection and IHT planning casework On boarding new clients to the business, ensuring the new client file is fully compliant. Ensuring that all tasks are dealt with within the required timescales Assisting with preparing client review packs Maintaining accurate records and adhering to company process and procedure as required Providing general office administrative support including filing, scanning, photocopying, post & franking Act as the first port of call for client queries The Person: You will have an excellent all-round product knowledge and can effectively deal with new business processing across investments and pensions work. You will also be comfortable in a consultative admin support role where client contact day to day, and adviser relationship management is paramount. My client is keen to encourage applications from anyone with 2 years’ experience in an investments/pensions background who is interested in private wealth biased admin support role longer-term. 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 below: Website: www.cb3associates.co.uk