The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting a Financial Planning Assistant as they look to expand their Adviser Support team. It’s a perfect opportunity for someone who is looking to progress into Office Management, with the progression path sitting within team-lead and operational arenas:

• Office Location: Sheffield
• Working Setup: Hybrid once inducted/settled

Package: £28-30k base DOE + bonus and full company benefits

• Benefits: 5% pension, 4xDIS plus wider perks as well as full CII study support
• Bonus: Bonus/profit share paid annually
• Holidays: 26-days + stats
• Hours:5 hrs per week with a 4pm finish on a Friday

The Role: A fast-developing Financial Planning Administrator role working alongside two high-performing financial advisers managing significant client AUM. Duties include:

• Client meeting confirmation
• IO input and record keeping (includes risk profiler reports)
• Creation of client files (electronic)
• Obtaining information from providers and management of letters of authorities to completion
• Liaising with clients and providers
• Creation of new client packs for adviser meetings
• Creation of provider illustrations, applications and fund information
• Production of client presentation documents
• Processing of online/paper applications
• Monitoring new business pipeline through to completion
• Chasing underwriting for protection cases
• Deal with provider documentation and produce all pre-meet review documentation as required
• Process post meeting review meeting documentation and post review letters
• Deal with day-to-day correspondence from providers

The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from an Admin Support perspective. Do you hold:

• Prior experience in a financial planning advice environment dealing with investments and pensions caseloads?
• A desire to take on Admin/Office Management responsibilities?

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.