The Company: A nationally recognised and branded wealth management based in Central Leeds looking to add a diligent and customer-focused SIPP (Self-Invested Personal Pension) Administrator to their already established Adviser Support team. In this role you’ll play a vital part in managing client pensions, ensuring compliance, and providing high-quality administration and support. If you thrive working in a fast-paced, detail-oriented environment and enjoy maintaining excellent standards of service, this could be the perfect opportunity for you.

• Office Location: Central Leeds
• Working Setup: Hybrid – 3-days office & 2-days WFH

Package: £24k base + bonus, CII study support & excellent company benefits

• Key Benefits: 9% pension, 10xDIS, Critical Illness & Private Medical Cover
• Holidays: 25 days holiday + stats with additional days purchasable

The Role: To provide administrative support to the whole Financial Planning team to ensure a commercial, high quality client service can be delivered. You will ensure client data is accurate and up to date to support the client service.

• Ensuring client records are accurate and up to date and where necessary data cleansing of systems.
• Processing client letters of authority to providers, reviewing plan information and obtaining any missing information in a timely manner.
• Inputting, attaching and maintaining client information on Adviser Office and RFP systems as required.
• Ensuring BI can be obtained as needed.
• Following department processes and procedures, ensuring information is up-to-date and accurate.
• Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection.
• Contributing to the collating/updating Agency agreements with providers, as well as setting up new users on 3^rd party platforms.

The Person: You will ideally come from a financial services background with exposure to working in a professional services environment. Are you looking for?

• The chance to join a nationally recognised, highly established wealth management firm with excellent career progression opportunities? IFA, wealth management of investment management firm?
• A team structure that promotes both personal and professional development with a distinct focus on client experience?
• A bias towards high-value client case work across investments and pensions advice?

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