Financial Planning Administrator

The Company: A nationally recognised wealth management firm offering personalised financial planning and investment services is looking to recruit an industry experienced Financial Planning Administrator into their ever-expanding adviser support team. With £50 billion + in in assets under management operating across 20 offices 25 offices across the UK, this opening brings an ideal opportunity for someone to build a long-term, illustrious career with one of the countries market leaders.

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

Salary/Package: £27-32k base DOE

• Benefits: Pension, 4xDIS & Private Medical 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 work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations (as required)
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain back-office systems and client records in line with the company policies.

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

• Investments/Pensions administration and casework?
• Working in a client focused role and building key client relationships; with a strong ethic on quality of service?

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