IFA Administrator - CB3 Associates Ltd : Job Details

The Company: A leading Chartered Financial Planning firmbased in York looking to add an experienced IFA Administrator to their back-office adviser support team. A highly professional firm with a superb young, developing team and business culture; offering a fantastic opportunity to develop through your CII Diploma qualifications and build a career in a Chartered advising HNW private clientele.

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

Package: £27-28k base DOE + bonus and full company benefits

• Key Benefits: Auto-enrolled pension, 4xDIS plus a full flexible benefits package
• Holidays: 21 days (plus stats) with Xmas closure on top rising to 25-days + stats
• Bonus: Discretionary - Paid annually

The Role: As an IFA Administrator you will play a crucial role in supporting Financial Planners, ensuring the smooth and efficient operation of the firm’s proposition/client services. Duties include:

• Providing administrative support to a team of Financial Planners
• Assisting in the preparation and processing of client documentation.
• Maintaining client records and ensure data integrity.
• Liaising with clients and external parties, providing excellent customer service.
• Assisting in the preparation of financial reports and client presentations.
• Managing appointment scheduling and calendar coordination for Financial Planners
• Handling general office duties and ad-hoc tasks to support the team.

The Person: A financial planning/wealth management background is a necessity as you will have exposure to supporting financial planners in an administrative capacity already.

• Required: 2+ years industry experience in an administration support capacity
• Required: Investments and pensions case experience
• Desirable: Experience with wrap platforms and the Intelligent Office system (not essential - training given)

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