The Company: A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team. An excellent opportunity to join a professional firm looking to expand their offerings as we head into 2025:

• Office Location: Wakefield
• Hybrid/Home Working: No – 100% office-based

Package: £25-28k base + annual bonus and full company benefits:

• 25 days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance
• Highly rewarding bonus structure based on business performance
• Standard hours: 9am-5pm

The Role: The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:

• Process new client applications and ensure all necessary paperwork is completed accurately
• Maintain accurate and up-to-date client records on the CRM platform (Salesforce)
• Liaise with third party providers to gather plan information.
• Conduct critical yield calculations and demonstrate a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
• Liaise with clients to gather information and complete account administration tasks.
• Assist with processing client investment transactions, ensuring adherence to compliance procedures.
• Prepare reports and presentations for Financial Advisers.
• Manage client queries and resolve issues promptly and professionally.
• Maintain a strong understanding of current financial products and regulations.
• Contribute to the development and implementation of efficient administrative processes.

The Person: Private wealth focused administration support exposure is required here, with 2+ years’ hands-on practical experience the ideal:

• Essential: 2+ years’ experience processing investments and/or pensions business
• Essential: Experience of managing & building relationships with private wealth clientele

What next? Follow the link attached to send an up-to-date CV. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | chris@cb3associates.co.uk | www.cb3associates.co.uk