The Company: Regionally renowned and expanding wealth management firm based in Central Sheffield looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:

• Office Location: Central Sheffield
• Working Setup: Office-based with ad-hoc flex to WFH as required

Package: £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. Do you have:

• Experience in an IFA, wealth management of investment management firm?
• Exposure to processing new/existing investments and 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