Financial Planning Administrator
16 days ago
Leeds
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. \n \n\n • Office Location: Moortown, North Leeds\n, • Working Setup: Office based\n, • Hours: Full-time – Mon/Fri\n\n \n Package: £34-37k base DOE + bonus and full company benefits \n \n\n • Benefits: Pension, 4xDIS + full study support (CII)\n, • Holidays: 23-days holiday + stats\n, • Bonus: Discretionary – Paid annually\n\n \n 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: \n\n • New business processing\n, • Preparing client review pack for client meetings\n, • Obtaining quotations/valuations\n, • Dealing with product providers and managing relationships accordingly\n, • Managing client relationships and being the first point of contact for technical queries as required\n, • Database management\n, • Assistance with client business development and marketing materials\n, • Basic paraplanning and suitability report compilation – ISA transfers, lump sum investments etc\n\n \n 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: \n\n • Hold 3+ years’ experience within a private wealth focused adviser support role?\n, • Have experience using the Intelligent office system alongside a working knowledge of product provider platforms in a similar vein to AJ Bell and Transact?\n\n \n What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.