Financial Planning Administrator

The Company:
Regionally sized IFA firm based in North Leeds who are looking to recruit an Financial Planning Administrator in support of a very high-performing Financial Planner on a dedicated, 1 to 1 consultative support type basis. This a superb opportunity for someone with administrative experience looking for a structured development path into more technical work across the next 6-12 months. Office

Location:

Moortown, North Leeds Working Setup:
Office based

Hours:

Full-time – Mon/Fri Package: £34-37k base DOE  bonus and full company benefits Benefits:
Pension, 4xDIS  full study support (CII) Holidays: 23-days holiday  stats Bonus:
Discretionary – Paid annually

The Role:

A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include:
New business processing Preparing client review pack for client meetings Obtaining quotations/valuations Dealing with product providers and managing relationships accordingly Managing client relationships and being the first point of contact for technical queries as required Database management Assistance with client business development and marketing materials Basic paraplanning and suitability report compilation – ISA transfers, lump sum investments etc

The Person :
This opportunity will suit an FS industry experienced administrator who can deal with a breadth of technical casework across investments, pensions and family planning advice and is looking to develop into more technical work/paraplanning across the medium-term. Do you:
Hold 3 years’ experience within a private wealth focused adviser support role? Have experience using the Intelligent office system alongside a working knowledge of product provider platforms in a similar vein to AJ Bell and Transact? What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.