Job Description
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:
- Office Location: Sheffield
- Hybrid/Home Working: 100% office-based with ad-hoc flex to WFH as required
Package: £25-28k base DOE + bonus & full company benefits
- Benefits: 8% pension + annual bonuses and full flexible benefits package
- Holidays: 25 days holiday + stats
The Role: The remit here is a wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective:
- Analysing and assisting with research for compiling Financial Planning reports
- Handling client queries wherever possible for the Advisers
- Servicing existing clients by providing valuations and portfolio updates as and when required
- Ensuring that all new business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.
- Send letters of authority and gather accurate information
- Provide an efficient and friendly point of contact for clients and providers, by phone, email and in person
- Maintaining client records
The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers across investments & pensions casework.
- Required: Exposure to processing new/existing private pensions business
What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk
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