IFA Administrator

CB3 Associates Ltd ,
Woodseats, Derbyshire
More Details
Job Type: Full-time
Salary: £20,000 per annum

Overview

The Company: Recruiting into a highly reputable and nationally recognised IFA business who are based to the South of Sheffield, I am on the look-out for an IFA Administrator who can bring some private wealth focused adviser support experience. The firm is an AIM-listed integrated wealth management group, with more than 6,500 active clients and circa £3 billion of Assets under Management. It has a growing network of offices across the UK and clients range from private individuals to corporate business relationships. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients. The Role: Sitting alongside a team of technical administrators this role/remit is being hired in to work a team of high performing financial advisers. Duties include: Personal support to the adviser, monitor and manage the adviser’s diary and dealing with all bespoke adviser queries and requests Prepare meeting packs Act as a point of contact for the client in the adviser’s absence and deal with client queries Book all client meetings including annual review meetings as well as meet and greet all clients Check all client related compliance and AML documents are certified and valid Prepare review packs, obtaining portfolio valuation report from Business Support and send in the post to the client when applicable Process change of agency & LOAs as per the adviser instruction form, via XPLAN and using XPLAN workflows Process business via XPLAN and using XPLAN workflows Carry out all pre submission checks for compliance and AML documents ensuring valid and certified where applicable 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 18 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 where personal/professional development is pushed and promoted on a daily basis. 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

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