The Company: Regionally sized, family-feel type IFA firm looking to add a Financial Planning Administrator to their Pontefract office; taking on a broad job remit across both Administrative Adviser Support and managing technical queries from clients. This is a perfect opportunity for someone who holds Intelligent Office system experience, is based locally and is looking for a flexible working setup.

• Office Location: South side of Pontefract
• Working Setup: Hybrid – 3-days office & 2 days WFH

Package: £28-32k base DOE + bonus and full company benefits

• Key Benefits: Pension, 4xDIS as well as a full flexible benefits package
• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats

The Role: A hybrid Admin support role and remit working across both admin support and new business processing workloads to basic suitability work. Duties include:

• Processing new business
• Responding to client queries
• Maintaining client records
• Liaising with Life offices and providers
• Ensuring the administrative requirements are completed for the Client Review Process
• Contribute to new business development and proactively maintain a high level of client service
• Providing relevant documentation ahead of client meetings
• Compiling basic suitability letters based on the advice being given

The Person: You will come with a wealth management background and bring experience of processing business in and investments/pensions setting. Intelligent Office system experience is a must, with the client keen for someone to come in and hit the ground running. Are you:

• Stuck in an office-based role and looking for a more flexible working setup?
• Looking for a career move that promotes development into paraplanning work?
• Motivated by working for a relaxed, friendly, family feel style business that prioritises client 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