Financial Planning Administrator

The Company: Regionally sized IFA firm based in North Leeds who are looking to recruit an Financial Planning Administrator in support of a very high-performing Financial Planner on a dedicated, 1 to 1 consultative support type basis. This a superb opportunity for someone with administrative experience looking for a structured development path into more technical work across the next 6-12 months.

• Office Location: Moortown, North Leeds
• Working Setup: Office based
• Hours: Full-time - Mon/Fri

Package: £32-35k base DOE + bonus and full company benefits

• Benefits: Pension, 4xDIS + full study support (CII)
• Holidays: 23-days holiday + stats
• Bonus: Discretionary - Paid annually

The Role: A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include:

• New business processing
• Preparing client review pack for client meetings
• Obtaining quotations/valuations
• Dealing with product providers and managing relationships accordingly
• Managing client relationships and being the first point of contact for technical queries as required
• Database management
• Assistance with client business development and marketing materials
• Basic paraplanning and suitability report compilation - ISA transfers, lump sum investments etc

The Person: This opportunity will suit an FS industry experienced administrator who can deal with a breadth of technical casework across investments, pensions and family planning advice and is looking to develop into more technical work/paraplanning across the medium-term. Do you:

• Hold 3+ years' experience within a private wealth focused adviser support role?
• Have experience using the Intelligent office system alongside a working knowledge of product provider platforms in a similar vein to AJ Bell and Transact?

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.