Wealth Planning Administrator - Leeds, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company:

Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in an experienced, private wealth focused IFA Administrator to their expanding back-office support team.

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Office Location: Central Leeds

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Hybrid/Home Working: Yes - 3-days office, 2 days WFH

Package:
£25-28k base DOE + bonus and full company benefits
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Benefits:24 days holiday plus stats, pension, 4xDIS on top of a full company benefits package
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Bonus: Discretionary

Paid annually

The Role:
Sitting alongside a team of administrators this role/remit is to work alongside 2 high performing financial advisers

Duties include:

On boarding new clients to the business, ensuring the new client file is fully compliant
Adding new client information to Intelligent Office backoffice system
Checking that all compliance paperwork and antimoney laundering procedures have been satisfied and recorded
Preparation/Implementation of advice
Prepare cost and charges disclosure documents
Obtain illustrations
Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment
Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation
Ensure that fact find sections within Intelligent Office are completed and updated when appropriate

The Person:

An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA's/financial advisers in a private wealth advice environment.

Required: 2+ years' industry experience
Required: New/existing business processing experience
Desirable: Intelligent Office system usage