The Company: Leeds city centre-based IFA firm looking to attract an experienced Financial Planning Administrator to their continuously expanding adviser support team. Very much a growth orientated business providing HNW private clientele with broad private wealth focused, family planning advice.

• Office Location: Central Leeds
• Working Setup: 100% office-based

Package: £32-34k DOE + discretionary bonus and full company benefits

• Benefits: 4% pension, 4xDIS + stats plus a flexible benefits package
• Holidays: 23-days holiday + stats
• Working hours: 9am-5pm (Mon-Fri)

The Role: Supporting a small team of experienced Paraplanners, Financial Advisers and Directors from a technical administration perspective. Duties include:

• Processing new business applications across the key financial products
• Submitting transactions and trade requests including fund switches on and off Platform
• Obtaining illustrations and product literature
• Obtaining Client Portfolio Valuations
• Preparing review packs for client meetings
• Acting as a key point of contact for clients and Financial Advisers/Directors
• Liaising with products providers
• Actioning Letters of Authority
• Maintaining accurate client records

The Person: A background in the IFA/wealth management background is a must, coupled with administrative experience supporting private wealth focused financial planners. This role/remit will suit a career administrator who enjoys Do you hold:

• 3+ years financial services industry experience?
• Experienced processing new business across Investments & Pensions?
• Xplan and/or FE Analytics experience would also be desirable?

What next? Further questions? Keen to apply & register your interest? Please get in touch asap:

Chris – 07891479277 | chris@cb3associates.co.uk