The Company: Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. A circa 20-adviser firm with growth plans afoot for 2024 and beyond.

• Office Location: Harrogate
• Hybrid/Home Working: Yes – 3-days office, 2 days WFH

Package: £28-30k base DOE + 10% bonus and full company benefits

• Benefits: 25 days holiday plus stats, pension, 4xDIS on top of a full company benefits package
• Bonus: Discretionary – Paid annually

The Role: The full administrative and technical support of multiple high performing financial advisers working within private wealth advice circles. Duties include:

• New business processing and client on-boarding
• 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
• Basic product research across investments, pensions, protection and IHT work
• Workflow management

The Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused environment.

• Required: 2+ years hands on, practical experience of adviser support
• Required: Business processing experience for investment and pensions cases
• Required: Client relationship management experience

What next? To apply now please follow the link attached to send an up-to-date CV. If you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore in more detail.