Lead Business Administrator - Barlborough, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd

Verified Company

Barlborough, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company:

Regional, family-feel style IFA firm based just North of Chesterfield looking to recruit an experienced IFA Administrator as a 'Lead' Administrator into their back-office adviser support team.

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Office Location: Barlborough, North Chesterfield
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Hours:Full-time35hrs p/w - 9am-5pm (Mon-Fri) with flexible working available

Package:
£25-28k base DOE + bonus and full company benefits
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Benefits:Pension, 4xDIS, PMI and free parking on site
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Bonus: Discretionary

Paid annually

The Role:
To supervise a team of administrators and efficient administrative support to our Financial Advisers, whose clients include a number of HNW corporate & private clients

Duties include:

Maintenance of administration systems, ensuring all client data is accurate and up to date
Overseeing and ensuring compliance to key processes of admin team
Production of Key Management Information reports
Ensure efficient administrative support for our advisers
Obtaining policy information and preparation of data for client meetings
Prepare review letters and reports for approval by the Financial Adviser and prepare associated accompanying documentation as required.
Deal with client queries

The Person:

Must come from an IFA/wealth management background and have experience of supporting IFA's/financial advisers in a private wealth focused environment.

Required: Business processing experience for investment and pensions cases
Preferable: Knowledge of the Intelligent Office system