Financial Planning Administrator - CB3 Associates Ltd : Job Details

The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team:

• Office Location: Chesterfield
• Hybrid/Home Working: 100% office-based

Package: £25-28k base + discretionary bonus & full company benefits

• Key Benefits: 3% Pension Scheme, 4 x Death in Service, Health Cash Plan + free parking on site
• Holidays: 25-days + stats
• Working Hours: 35hrs p/w

The Role: A broad wealth administration support role geared around supporting two high performing financial advisers, working in HNW private client circles. Duties include:

• Preparing client reviews for Financial Advisers including file checks, valuations and up to date compliance documents
• Processing new business, fund switches and following through to completion
• Maintaining all administration systems, ensuring all client data is accurate, consistent and up to date

• Effective communication with clients and providers, verbally, written and email
• Provide general administration support - diary management, handling post, dealing with incoming telephone calls

• Assisting with improving work processes
• Taking minutes at internal meetings
• Meet and greet clients who visit the office

The Person: The successful candidate will ideally come from an IFA/wealth management background and must have exposure to supporting IFA’s/financial advisers in a private wealth environment.

• Required: Knowledge of processing new/existing business across investments, pensions and protection/life cover caseloads
• Required: 2+ years industry experience with exposure to a similar working environment - Either an IFA or wider wealth management 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