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

• Office Location: Central Sheffield
• Hybrid/Home Working: Office-based ideally, with some flex following successful induction

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
• Hours: 35hrs p/w with flexible working available

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.

• Required: 2+ years industry experience within financial services
• Required: Experience of processing investments and pensions business
• Required: Be happy/comfortable being majority office based

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.