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CB3 Associates Ltd
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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: Recruiting into a highly reputable IFA business who are based in central Leeds and sit at the forefront of UHNW private client advice are looking to bring in an additional IFA Administrator to their expanding back-office support team. They are a 5-adviser strong firm with a strong, experienced back-office structure in place to assist their client-centric, lifestyle planning model of advice; and they hope to attract an administrator that brings some private wealth focused admin support experience to the table. One who wants to continue their development in a challenging, and technical stimulating financial planning environment and fits their client-centric focused model longer-term. The Role: Sitting alongside a team of technical administrators this role/remit is to work alongside 2 high performing financial advisers. Duties include: Print and pre-complete application forms, as well as preparing cost and charges disclosure documents Obtain illustrations Add new client information to Adviser Office/Outlook and ensure it is kept up to date Add plan/investment details to Adviser Office for new clients Ensure that the client file is fully compliant before any new business is submitted. This will involve ensuring that: The firm’s anti money laundering procedures have been satisfied, Adequate information is on file to support the advice Confirmation is on file that the client has received an up to date Combined Client Agreement Signed fee agreement on file A peer reviewed report is on file supporting the business to be processed. Any other relevant documents are recorded on file Process all new business using the Adviser Office back office system and associated trackers through to issue/investment Ensure that compliance sections under Client Management are completed and updated when appropriate Ensure that all actions within the Adviser Office Diary Manager are dealt with within the required timescales and all diary entries are updated when relevant Submit new business and investment trades online via various Platforms and life companies The Person: The successful candidate will ideally come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers in a technical admin capacity for at least 12 months. My client is looking for someone with knowledge across investments, pensions and protection/life cover and can process business & field technical client queries within that particular space. The role will suit someone looking for an adviser support role that sits squarely within complex-case private wealth work, and is motivated by working in a market-leading environment when it comes to advising clients with a net worth of £2m. 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