Financial Planning Administrator - CB3 Associates Ltd : Job Details

The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Financial Planning Administrator head who holds admin experience working within an IFA/wealth management firm.

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

Package: £25-27k base + bonus and full company benefits

• Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
• Bonus: Discretionary - Paid annually
• Working week: 35hrs (Mon-Fri) inclusive of flexible working

The Role: Sits within the firm’s adviser support structure taking on full administrative responsibilities across the breadth of private wealth. Standard duties & responsibilities include:

• Personal support to the adviser whilst monitoring and managing the adviser’s diary
• Process all new/existing business
• Prepare meeting packs
• Assist with mail merge exercises
• Act as a point of contact for the client in the adviser’s absence and deal with client queries
• Book all client meetings including annual review meetings

The Person: A private wealth focused advisory background is required, along with exposure to supporting IFA’s/financial advisers in either in a pooled capacity, or on a 1 to 1 basis.

• Knowledge and awareness across the private wealth product spectrum inclusive of investments, pensions, protection and IHT planning)
• 2+ years’ time-served administration experience

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 below:

Website: www.cb3associates.co.uk