Ifa Administrator - Sheffield, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd

Verified Company

Sheffield, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company:
Sheffield based IFA firm looking to add a Client Services Administrator to their expanding adviser support team. A growth orientated, multi-site business providing HNW private clientele with a breadth of private wealth and family planning advice.

-
Office Location:Sheffield

-
Hybrid/Home Working: Yes

Flexible for the right person

Package:
£25-27k DOE + discretionary bonus and full company benefits
-
Benefits:Pension, 4xDIS, Westfield Health Scheme, full study support and 27-days holiday + stats
-
Bonus: Discretionary

Paid annually

The Role:
To work as part of a well-established, growing Financial Planning team to deliver a consistently high level of client service to both clients and Advisers:

Liaise with product providers, collate policy information and obtain client specific illustrations to support the analysis of data for client asset reviews.
Obtain valuations of existing holdings and the preparation of client review packs.
Complete any review meeting actions.
Process platform withdrawals, fund switches, benefit crystallisations and other online transactions as necessary.
Work closely with the Technical Analysis team to deliver a seamless, end to end service for
Advisers.
Develop good working relationships with product providers, technology suppliers, team members, clients and Advisers.
Group scheme renewals and the preparation of annual governance reports for existing Workplace
Pension Schemes.
Maintaining accurate, compliant files.
Updating backoffice data and following defined business processes and workflows.

The Person:
A background in the IFA/wealth management background is a must, coupled with exposure to supporting IFA's/financial advisers from an administration perspective previously: