The Company: A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice who are looking to recruit a Financial Planning Administrator into their expanding adviser support team. This is a perfect career opportunity for someone who holds aspirations of working for a ‘best in class’, high calibre firm in the Leeds area taking on a technically challenging adviser support remit.

• Office Location: Central Leeds
• Working Setup: Office-based with some flex after probations etc

Package: £28-34k base DOE + bonus and full company benefits

• Key Benefits: 5% pension, 4x DIS, Vitality healthcare, PMI + full study support to Diploma/Chartered
• Bonus: Discretionary – Paid annually
• Holidays: 24-days + stats

The Role: Sitting alongside a team of administrators this role/remit is to work alongside 2 high performing financial advisers. Duties include:

• On boarding new clients to the business, ensuring the new client file is fully compliant
• Adding new client information to Intelligent Office back-office system
• Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded
• Preparation/Implementation of advice
• Prepare cost and charges disclosure documents
• Obtain illustrations
• Preparing application forms (both online & paper)
• Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails
• Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment
• Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation
• Ensure that fact find sections within Intelligent Office are completed and updated when appropriate

The Person: You will come from a wealth management background and hold 2-years’ hands-on, practical experience of supporting financial advisers/planners. Are you:

• Looking for a long-term career move into a high-calibre firm that will support your aspirations longer-term?
• Hold an investments caseload biased career to date?
• Keen on taking on challenging admin support role that offers professional development opportunities with genuinely high-value clients?

What next? To apply now please follow the link attached to send an up-to-date CV. If you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore in more detail.