The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.

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

Package: £25-27k base + bonus and full company benefits

• Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
• Bonus: Discretionary – Paid annually
• Working week: 35hrs (Mon-Fri) inclusive of flexible working

The Role: Sits within the firm’s adviser support structure taking on full administrative responsibilities across the breadth of private wealth. Standard duties & responsibilities include:

• Personal support to the adviser whilst monitoring and managing the adviser’s diary
• Process all new/existing business
• Prepare meeting packs
• Assist with mail merge exercises
• Act as a point of contact for the client in the adviser’s absence and deal with client queries
• Book all client meetings including annual review meetings

The Person: A private wealth focused advisory background is required, along with exposure to supporting IFA’s/financial advisers in either in a pooled capacity, or on a 1 to 1 basis.

• Knowledge and awareness across the private wealth product spectrum inclusive of investments, pensions, protection and IHT planning)
• 2+ years’ time-served administration experience

What next? Follow the link attached to send an up-to-date CV. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | chris@cb3associates.co.uk | www.cb3associates.co.uk