The Company: A high-performing IFA firm based in Central York looking to add a permanent, part-time Financial Planning Administrator to their adviser support team on a circa 24-hr p/w contract:

• Office Location: Central York
• Working Setup: 3 full-days, or 4-days around school hours (9.30am-2.30pm)
• Hybrid/Home Working: Yes – Up to 1-day WFH

Package: £25-30k base (FTE) + annual bonus and full company benefits:

• 25 days holiday + stats (pro-rata)
• Pension, DIS and lucrative annual bonus

The Role: The remit here is dedicated 1 to 1 support to a high-performing adviser across the breadth of administration and client support:

• New business processing
• Obtaining quotations
• Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities have been identified
• Dealing with product provider and any technical queries coming in from clients
• Ensuring that the CRM system is fully updated.
• Support the Adviser in establishing and maintaining effective relationships with business assurance/management.

The Person: A private wealth focused administration support background is required here. Will best suit someone who enjoys working with advisers on a consultative 1:1 basis and needs the flexibility of part-time hours:

• Essential: 2+ years’ Adviser Support experience processing investments and private pensions business
• Preferred: Flexibility to be office-based at least 2-days per week

What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk