Job Title

Financial Planning Administrator

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Job Description

The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:

  • Office Location: Central Huddersfield
  • Hybrid/Home Working: 100% office-based

 

Package: £25-30k DOE + discretionary bonus and full company benefits

  • Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Diploma via the CII
  • Bonus: Discretionary, paid annually

 

The Role: A client-centric admin focused adviser support role dealing with technical administration and business processing workloads:

  • New business processing –online processing and by post for all life and pension business
  • Switching – online and by post
  • Dealing with telephone enquiries with clients/providers
  • Administration tasks such as filing/scanning/faxing
  • Preparation of client servicing reviews, including valuation reports
  • Pension transfers including final salary schemes

You will support consultants in a whole of market capacity and provide a high-quality service to new and existing individual clients.

 

The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to supporting advisers in a private wealth focused advice environment.

  • Essential: 2+ years industry experience within financial services
  • Essential: Experience of processing investments and pensions business
  • Essential: Be 100% happy/comfortable being office based alongside that daily commute

 

What next? To apply now please follow the link below. Alternatively you can call Chris on 07891479277 or email chris@cb3associates.co.uk to explore further.

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