Financial Planning Administrator - CB3 Associates Ltd : Job Details

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

• Office Location: Central Leeds
• Hybrid/Home Working: No - 100% office-based

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

• 25 days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing allowance
• Bonus: Highly rewarding bonus structure based on business performance
• Standard 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: A private wealth focused administration support background is required here, with 2+ years’ hands-on practical experience the ideal. Will best suit someone who enjoys a corporate office environment and has aspirations to develop into more technical work:

• Essential: 2+ years’ Adviser Support experience processing investments and private pensions business

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk