IFA Administrator

  • CB3 Associates Ltd
  • City of Leeds, UK
  • May 18, 2019
Banking Finance

Job Description

The Company: I am just starting to work with a highly regarded regional IFA business based in North Leeds who are looking to add an experienced IFA Administrator to their expanding back-office support team of 5. They are a private wealth biased business with a typical case often inclusive of investments advice, pensions, protection & IHT/tax planning - And due to gradual expansion plans across 2019 they are now able to expand their admin support team in line with Adviser recruitment which has got them to 6 billing heads now.

The Role: The role/remit here is a very broad wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective. Sitting within a team of 5 your responsibilities include, but are not limited to the following:

  • 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
  • Maintaining client records on Adviser Office/Iress system
  • Database management
  • Assistance with client business development and marketing materials

Benefits: 5% pension, 4xDIS, 25 days holiday + stats and full study support to Diploma. Some flexible working is also available for the right person.

The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to supporting IFA's/financial advisers in a private wealth focused environment. You will have wide-ranging knowledge in one of more of the following product areas: investments, pensions, protection, IHT and trust work and ideally have 2 years' plus experience in a similar working environment within an IFA. This role would suit and experienced Financial Planning Administrator who enjoys the work involved outside of the technical stuff; and is after that challenging yet stable role within a regional, family-feel IFA business who do have plans to grow across the next 5 years.

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: