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Senior IFA Administrator
Full Time Part Time in Admin SupportJob Description
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Services Administrator to their back-office support team:
- Office Location: Central Harrogate
- Hybrid/Home Working: 100% office-based
Package: £30-35k base + discretionary bonus & full company benefits
- Key Benefits: 8% Pension, 4x DIS & Private Medical Cover
- Holidays: 25-days + stats
- Working Hours:30am-5pm Mon-Thurs, 8.30am-1pm Friday
The Role: A broad wealth administration support role geared around supporting high performing financial advisers, working in HNW client circles. Sitting within a team of 3 your responsibilities include:
- Process all new/existing business
- Co-ordinate client review meetings including arranging meetings with the Financial Adviser, preparation of the client’s valuation (Intelliflo) and review meeting pack.
- Complete the details from Fact finds on the IO system and filing on Papercloud
- Issue recommendation reports to clients and prepare illustrations and any paperwork required.
- Obtain LOA’s
- Fund switches.
- Ensure that client files are fully FCA compliant.
The Person: The successful candidate will ideally come from an IFA/wealth management background and must have exposure to supporting IFA’s/financial advisers in a private wealth environment.
- Required: Knowledge of processing new/existing business across investments, pensions and protection/life cover caseloads
- Required: 2+ years industry experience with exposure to a similar working environment – Either an IFA or wider wealth management business
What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk
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