The Company: An established, York based IFA firm looking to attract an experienced Financial Planning Administrator into their expanding, client-friendly adviser support team. Supporting Advisers and Paraplanners as part of a team of 10, they offer an opportunity to join a business providing focused HNW private clientele with family planning and wealth management advice.

• Office Location: Escrick, South York
• Working Setup: 100% office-based

Package: £30-32k base + discretionary bonus and full company benefits

• Benefits: Auto-enrolled pension, 2xDIS + PMI Cover
• Holidays: 26-days holiday + stats
• Working hours: Full-time

The Role: The remit is a technical administration role dealing with all internal processing as well as managing client relationships and query management. Further duties include:

• Dealing with general administration tasks such as answering phones, managing emails and dealing with post
• Processing client applications, submitting new business accurately and efficiently

• Placing investment trades and fund switches on instruction
• Liaising with providers and clients to obtain and update information
• Maintaining internal systems and records

• Organising annual reviews with clients
• Preparing reports and paperwork for client meetings
• Supporting advisers and paraplanners to help deliver a smooth client experience

The Person: A background in the IFA/wealth management background is required, coupled with administrative experience supporting private wealth focused financial planners. Do you hold:

• 2+ years financial services industry experience?
• Experienced in processing new business across Investments & Pensions caseloads?
• Meticulous attention to detail with accuracy at the forefront of your work?

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

Chris – 07891479277 | chris@cb3associates.co.uk