Ifa Administrator - Leeds, United Kingdom - CB3 Associates Ltd

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

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

The Company:
City centre-based IFA firm looking to add an IFA Administrator to their growing adviser support team. A growth orientated business providing HNW private clientele with a breadth of private wealth and family planning advice.

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Office Location:Central Leeds

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Hybrid/Home Working: Yes
  • Flexible for the right person

Package:
£24-25k DOE + discretionary bonus and full company benefits

  • Benefits: 4% pension, 4xDIS, 23days holiday + stats plus a flexible benefits package
  • Working hours: 9am5pm (Mon-Fri)

The Role:
Supporting a small team of experienced Administrators, Paraplanners, Financial Advisers and Directors


Duties include:

  • Submitting transactions and trade requests including fund switches on and off Platform
  • Obtaining illustrations and product literature
  • Obtaining Client Portfolio Valuations
  • Preparing review packs for client meetings
  • Acting as a key point of contact for clients and Financial Advisers/Directors
  • Liaising with products providers
  • Actioning Letters of Authority
  • Maintaining accurate client records

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.


  • 12months+ experience in industry
  • Investments & pensions administration exposure
  • Xplan and/or FE Analytics experience desirable, but not essential
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