The Company: A nationally recognised independent financial advice business recruiting into their Liversedge at Admin Support level due to an impending retirement. The group manages North of £20m AUM and is looking to attract and experience Administrator with private wealth experience across investments and pensions work. It’s a perfect opportunity for someone who really enjoys the intricacies of adviser support and is in need of that flexible/hybrid working setup.

• Office Location: Liversedge
• Working Setup: Hybrid – 3-days office & 2-days WFH

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

• 25 days holiday + stats
• Full benefits package inclusive of a Royal London pension, DIS and full training and financial support towards industry recognised certifications (CII)

The Role: This a broad, challenging wealth administration role geared around the technical support of multiple high performing financial advisers working in HNW client circles:

• Review Planning: The scheduling, planning and organising client reviews with the financial planner.
• Client meeting preparation: Preparing all pre-meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.
• Post-meeting administration: Preparing, writing and producing client review reports.
• Implementing advice actions: Fund switches and processing new business.
• General office administration and client servicing support as required.

The Person: You will come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers from an administrative perspective across the breadth of private wealth advice. Do you hold?

• 2+ years industry experience within an IFA/wealth management business
• Business processing experience for investments and pensions caseloads?

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.