The Company: A niche, highly client-centric IFA firm based in Central Leeds who are looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing private wealth focused Financial Advisers:

• Office Location: Central Leeds
• Working Setup: Office-based

Package: £30-35k base DOE + discretionary bonus and full company benefits

• Benefits: 5% Pension, 4xDIS, Medicash plan & full study support via the CII
• Bonus: Discretionary, paid annually
• Holidays: 25-days + stats

The Role: You will play a key role in supporting a team of expert advisers and ensuring clients receive outstanding service. If you’re looking for a role that offers variety, responsibility, and the chance to develop within a forward-thinking team, this is the opportunity for you. Key Responsibilities include:

• CRM Management: Maintain the CRM system (Intelligent Office) to ensure that client information is entered fully and accurately, keeping client records up-to-date and organised.
• Client Reviews: Ensure that client reviews are scheduled in line with FCA guidelines, including arranging and preparing review packs for advisers.
• New Business & Transactions: Process new business, fund switches, withdrawals, and ensure all client transactions are completed in a timely manner and remain fully FCA compliant.
• Product Research: Conduct product research to support advisers in providing clients with the best financial solutions.
• Liaising with Third Parties: Contact and liaise with relevant product providers and third parties, ensuring smooth and efficient communication.
• Client Service: Deliver exceptional telephone-based support to clients, handling queries and offering proactive solutions.
• Pipeline Management: Manage and track pipeline activity, ensuring that tasks are prioritised and deadlines are met.

The Person: The successful candidate will have excellent all-round product knowledge across investments and pensions; and be able to effectively deal with new and existing business having worked in the FS industry prior. Are you:

• Comfortable in a consultative admin support role where client contact day to day, and adviser relationship management is paramount?
• Experienced with the Intelligent Office system?

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