The Company: A top-level whole of market IFA firm (Bradford based) who are part of a larger group and looking to bring in experienced Financial Services Administrator who has supported Advisers & Planners across the breadth of private wealth focused financial advice. Note – Whilst not essential, employee benefits exposure on top would be massively beneficial:

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

Package: £25-26k base + discretionary bonus & full company benefits

• Key Benefits: 9% pension, PMI, 4xDIS, group income protection + free parking on site
• Holidays: 26-days + stats
• Working Hours: Monday-Friday (9am-5pm)

The Role: The candidate will have a passion for providing first class administration support and someone who takes pride in their work. This is an excellent opportunity to work towards relevant Level 4 qualifications in Financial Services. Responsibilities, Duties and Tasks include:

• Providing a robust administration function to the financial planning team in an efficient and timely manner
• Supports Paraplanners with various tasks to help the team in their production of suitability reports, with a view to moving to a Paraplanning role
• Carrying out necessary technical research and analysis to support the Financial Advisers and meet client needs and objectives.
• Preparing cashflow modelling reports to assist with client retirement planning.
• Completes all work according to procedures and standards
• Assists in preparation of review and new client meeting information where required
• Using a variety of software packages, such as Durell, Outlook, Assureweb, Cashcalc & IIress
• Obtaining quotations for Life Protection business
• Assisting in the administration of employee benefit schemes such as group life, group

The Person: The successful candidate will ideally come from a financial services industry background and have exposure to supporting IFA’s/financial advisers either in a private wealth environment, or corporate/employee benefits.

• Required: Knowledge of processing new/existing business across investments, pensions and protection/life cover caseloads
• Required: 2+ years industry experience with exposure to a similar working environment – Either an IFA or wider wealth management 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