The Company: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in a Graduate calibre Financial Planning Administrator to their expanding back-office support team. The role will suit some looking for their first opportunity in industry post-studies, or is early on in their development through Adviser Support:

• Office Location: Central Leeds
• Working Setup: Office-based

Package: £24-26k base DOE + bonus and full company benefits

• Benefits: 5% pension, 4x DIS, Vitality healthcare, PMI + full study support via CII
• Holidays: 24 days holiday plus stats
• Bonus: Discretionary – Paid annually

The Role: Sitting alongside a team of administrators this role/remit is to work alongside 2 high performing financial advisers. Duties include:

• On boarding new clients to the business, ensuring the new client file is fully compliant
• Adding new client information to Intelligent Office back-office system
• Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded
• Preparation/Implementation of advice
• Prepare cost and charges disclosure documents
• Obtain illustrations
• Preparing application forms (both online & paper)
• Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails
• Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment
• Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation
• Ensure that fact find sections within Intelligent Office are completed and updated when appropriate

The Person: A desire to develop a career within wealth management/investments management is essential, with some knowledge of private wealth product areas such as investments and pensions. Are you:

• Recently graduated and looking for a genuinely progressive opportunity?
• Looking for a market leading business working in high-net-worth client circles?
• Keen to take on further CII qualifications towards Diploma/Chartered?

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.