Financial Planning Administrator - CB3 Associates Ltd : Job Details

The Company: Nationally renowned and rapidly expanding IFA firm with a busy site in Central Sheffield looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:

• Office Location: Central Sheffield
• Hybrid/Home Working: Office-based ideally, with some flex following successful induction

Package: £25-30k DOE + discretionary bonus and full company benefits

• Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Diploma via the CII
• Bonus: Discretionary, paid annually
• Hours: 35hrs p/w with flexible working available

The Role: A client-centric admin focused adviser support roledealing with technical administration and business processing workloads:

• New business processing - Online processing and by post for all life and pension business
• Switching - Online and by post
• Dealing with telephone enquiries with clients/providers
• Administration tasks such as filing/scanning/faxing
• Preparation of client servicing reviews, including valuation reports
• Pension transfers including final salary schemes

You will support consultants in a whole of market capacity and provide a high-quality service to new and existing individual clients.

The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to supporting advisers in a private wealth focused advice environment.

• Required: 2+ years industry experience within financial services
• Required: Experience of processing investments and pensions business
• Required: Be happy/comfortable being majority office based

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