Ifa Administrator - Sheffield, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd
CB3 Associates Ltd
Verified Company
Sheffield, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

The Company:
Directly authorised IFA firm looking to recruit a Financial Planning Administrator into their adviser support team.

Rapidly growing business with expansion plans for the group as we head into 2023, offering progression routes and support to personal develop, short-term.

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Location: Wakefield
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Hybrid Working:
Yes - 3-days office | 2-days WFH

The Role:
A private wealth focused adviser support role supporting financial advisers covering a West Yorkshire geographic


Duties & responsibilities include:

  • Providing nominated advisers with general administration support
  • Inputting adviser fee information onto CMS
  • Creating and managing client records
  • Keeping the client database information up to date
  • Scanning Relevant Documentation into Client Management System
  • Communicating with clients and providers
  • Dealing with Letters of Authority
  • Ensure that client, policy and adviser fee information details are kept up to date on CMS


  • Project Work

  • Such as OEIC to ISA/Annual Valuations

The Person:

Will come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers in some capacity, whether that be at PA or admin support level.

1+ years' worth of industry experience is required, with an understanding of how advice is put together and processed from an operational perspective paramount.

Ideal opportunity for someone looking for CII study support and progression opportunities into more technical work.


What next? Follow the link attached to send an up-to-date CV.

Further questions? Feel free to get in touch directly on the details below:
Chris


Job Types:
Full-time, Permanent


Salary:
£23,000.00-£25,000.00 per year


Benefits:


  • Flexitime
  • Onsite parking
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

COVID-19 considerations:
None


Ability to commute/relocate:

  • Wakefield: reliably commute or plan to relocate before starting work (required)

Work Location:
One location
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