The Company: A high calibre IFA firm who are looking to add an experienced, private wealth focused Financial Planning Administrator to their adviser support team. This is a highly responsible technical administration role supporting multiple planners across the breadth of investments and pensions work to more complex IHT and trusts.

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

Package: £30-35k base + discretionary bonus and full company benefits

• Key Benefits: 5% pension, life assurance plus free parking on site
• Bonus: Discretionary – Paid annually
• Holidays: 27-days + stats

The Role: As part of an experienced Adviser Support team supporting a group of high-performing Financial Planners you will deal with all administrative matters; inclusive of client queries. Duties include:

• Liaising with policy providers
• Updating and maintaining client records
• Processing new business applications
• Fund switches
• income and withdrawal requests and monitoring the process through to completion. Duties include:

The Person: This is an excellent opportunity for someone with extensive administration experience of Pensions and Investments workloads who is looking for a professional, client-centric proposition where the client relationship is paramount. It will suit someone who is technically astute and enjoys working alongside advisers in a consultative manner. Do you hold:

• 2+ years Admin Support experience in an IFA or wealth manager?
• Product knowledge inclusive of investments, pensions, protection and IHT planning/trust work?
• Experience of Avelo Exchange and Iress Database system?

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

Chris – 07891479277 | chris@cb3associates.co.uk