IFA Administrator

☞ CB3 Associates Ltd

View: 109

Update day: 07-05-2024

Location: Redcar and Cleveland Yorkshire and the Humber

Category: Administrative / Clerical / Assistant Finance / Bank / Stock

Industry: Financial Services Investment Management

Position: Associate

Job type: Full-time

Salary: £25,000 - £26,000

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Job content

The Company: Nationally recognised and rapidly expanding IFA business based in Redcar looking to recruit a private wealth focused Client Liaison Administrator who holds admin experience working within an IFA/wealth management firm.

  • Office Location: Redcar
  • Hybrid/Home Working: 100% office-based currently, but likely to change to hybrid working early 2024

Package:£24-27k base + bonus and full company benefits

  • Benefits:25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
  • Bonus: Discretionary – Paid annually
  • Working week:35hrs (Mon-Fri) inclusive of flexible working

The Role:Sits within the firm’s adviser support structure taking on full administrative responsibilities across the breadth of private wealth. Standard duties & responsibilities include:

  • Personal support to the adviser whilst monitoring and managing the adviser’s diary
  • Process all new/existing business
  • Prepare meeting packs
  • Assist with mail merge exercises
  • Act as a point of contact for the client in the adviser’s absence and deal with client queries
  • Book all client meetings including annual review meetings

The Person:A private wealth focused advisory background is required, along with exposure to supporting IFA’s/financial advisers in either in a pooled capacity, or on a 1 to 1 basis.

  • Knowledge and awareness across the private wealth product spectrum inclusive of investments, pensions, protection and IHT planning)
  • 2+ years’ time-served administration experience

What next?To apply please send an up-to-date CV. Further questions? Get in touch with Chris on 07891479277 or email chris@cb3associates.co.uk

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Deadline: 21-06-2024

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