Financial Planning Administrator

The Company: A trusted independent financial advisory firm based in North Leeds who are dedicated to helping individuals and businesses build, manage and protect their wealth. The firm are now looking to add to their Adviser Support team in a Financial Planning Administrator type capacity, with hiring managers looking to attract an industry experienced, private wealth focused administrator to their growing team. As part of a nationally recognised business offering with multiple offices across the North, this is a superb opportunity for someone to build a career with one of the market leading advice firms in the Leeds area.

• Office Location: North Leeds
• Hybrid/Home Working: Yes - 3-days office, 2 days WFH

Salary/Package: £27-28k base DOE

• Benefits: 5%Pension, DIS & Westfield Health Cover alongside a full company benefits package inclusive of study support (CII)
• Holidays: 25 days holiday plus stats
• Bonus: Discretionary - Paid annually

The Role: The wide-ranging adviser support role working alongside multiple high performing financial advisers working within HNW private wealth advice circles. As a Financial Planning Administrator, your responsibilities will include:

• To liaise with product providers, collate policy information and obtain client specific illustrations to support the analysis of data for client asset reviews.
• Process new and top up applications for life, pension and investment business.
• Obtain valuations of existing holdings and the preparation of client review packs.
• Complete any review meeting actions.
• Process platform withdrawals, fund switches, benefit crystallisations and other online transactions as necessary.
• Work closely with the Technical Analysis team to deliver a seamless, end to end service for Advisers.
• Take ownership of ad-hoc projects as directed by the Head of Operations.
• Develop good working relationships with product providers, technology suppliers, team members, clients and Advisers.
• Maintaining accurate, compliant files.

The Person: You must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused advice environment. To will:

• Hold previous experience of processing personal investments and pensions business
• Have experience of managing key client relationships alongside advisers/paraplanners, fielding technical queries as required
• Ideally have experience of the Intelliflo system which would be highly advantageous, although training will be given

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