IFA Administrator
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:
- Office Location: Sheffield
- Hybrid/Home Working: 100% office-based with ad-hoc flex to WFH as required
Package: £25-28k base DOE + bonus & full company benefits
- Benefits: 8% pension + annual bonuses and full flexible benefits package
- Holidays: 25 days holiday + stats
The Role: The remit here is a wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective:
- Analysing and assisting with research for compiling Financial Planning reports
- Handling client queries wherever possible for the Advisers
- Servicing existing clients by providing valuations and portfolio updates as and when required
- Ensuring that all new business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.
- Send letters of authority and gather accurate information
- Provide an efficient and friendly point of contact for clients and providers, by phone, email and in person
- Maintaining client records
The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers across investments & pensions casework.
- Required: Exposure to processing new/existing private pensions business
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Reference: 52907137
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'