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:

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

An AIM-listed business with more than 6,500 active clients and circa £3 billion of Assets under Management, boasting a growing network of offices across the UK with core clients ranging from private individuals to corporate business relationships.

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Office Location: Sheffield

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

Package:
£24-27k base + bonus and full company benefits
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Benefits:25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
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Bonus: Discretionary

Paid annually

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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' timeserved administration experience