Financial Services Administrator

The Company : A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team.

Location:

Central Leeds
Working:

No – 100% office-based

Package:

£25-28k base + annual bonus and full company benefits:

days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing allowance
rewarding bonus structure based on business performance
hours: 9am-5pm

The Role:

The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:

To assimilate and segregate information gathered on the fact-find.
Ensuring that the CRM system is fully updated.
To support the Adviser by dealing effectively with the day to day administration.
Support the Adviser to ensure the end to end business process is adhered to and tracked efficiently
Oversee and manage the submission of all client applications/advice sets.
Support the Adviser to ensure all relevant information required for writing the client report is available.
To support the Adviser in establishing and maintaining effective relationships with business assurance/management.
Involvement in client entertainment events.
Producing analysis using Financial Express Analytics to compliment client reports.
Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities identified.

The Person:

Private wealth focused administration support exposure is required here, with 2+ years’ hands-on practical experience the ideal.

2+ years’ experience processing investments and/or pensions business
Have managed either private client or group business on behalf of a financial adviser
A professional, client-centric outlook with exemplary client management skills/experience

What next?

Follow the link attached to send an up-to-date CV. Further questions? Feel free to get in touch directly on the details below: Chris - 07891479277 | [email protected] | www.cb3associates.co.uk