The Company: Chartered IFA firm looking to add an IFA Administrator to their ever-growing adviser support team in Chesterfield. A progressive, forward-thinking financial advisory business that provide HNW private clientele.

• Office Location: Chesterfield
• Hybrid Working: Yes – 3-days office, 2-days WFH after an initial training period

Package: £25-28k DOE + bonus and full company benefits

• 23 days holiday + stats, company pension, 4xDIS plus wider company benefits
• 5 hour working week (Mon-Fri) with flexible working available

The Role: Admin support to a very high performing, private wealth focused financial adviser as part of a dedicated adviser support team. Duties include:

• Liaising with colleagues, clients and professional contacts
• Processing all new business across the breadth of personal investments, pensions, protection and IHT planning casework
• On boarding new clients to the business, ensuring the new client file is fully compliant
• Ensuring that all tasks are dealt with within the required timescales
• Assisting with preparing client review packs
• Maintaining accurate records and adhering to company process and procedure as required
• Act as the first port of call for client queries

The Person: A background in the IFA/wealth management background is a must, coupled with exposure to supporting IFA’s/financial advisers from an administration perspective previously.

• Required: Intelligent Office (IO) system experience
• Required: Investments & pensions case exposure
• Required: Ability to manage workloads across multiple provider platforms and funds

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