The Company: A leading Chartered Financial Planning firm based in York looking to add an experienced IFA Administrator to their back-office adviser support team. A highly professional firm with a superb young, developing team and business culture; offering a fantastic opportunity to develop through your CII Diploma qualifications and build a career in a Chartered advising HNW private clientele.

• Office Location: York
• Hybrid/Home Working: Yes – 3-days office, 2 days WFH

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

• Key Benefits: Auto-enrolled pension, 4xDIS plus a full flexible benefits package
• Holidays: 21 days (plus stats) with Xmas closure on top rising to 25-days + stats
• Bonus: Discretionary – Paid annually

The Role: As an IFA Administrator you will play a crucial role in supporting Financial Planners, ensuring the smooth and efficient operation of the firm’s proposition/client services. Duties include:

• Providing administrative support to a team of Financial Planners
• Assisting in the preparation and processing of client documentation.
• Maintaining client records and ensure data integrity.
• Liaising with clients and external parties, providing excellent customer service.
• Assisting in the preparation of financial reports and client presentations.
• Managing appointment scheduling and calendar coordination for Financial Planners
• Handling general office duties and ad-hoc tasks to support the team.

The Person: A financial planning/wealth management background is a necessity as you will have exposure to supporting financial planners in an administrative capacity already.

• Required: 2+ years industry experience in an administration support capacity
• Required: Investments and pensions case experience
• Desirable: Experience with wrap platforms and the Intelligent Office system (not essential – training given)

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

Chris – 07891479277 | chris@cb3associates.co.uk