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CB3 Associates Ltd
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York, North Yorkshire
Financial Services Administrator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
The Company: I am currently working on behalf of a small, client-centric financial advisory firm who are based East side of York and are now looking to bring in a Financial Services Administrator in support one of their busy, high-performing financial advisers. The firms’ core market is HNW private wealth focused - inclusive of investments and complex pensions as work as well as life/protection & IHT, tax and trust cases done alongside this too. And in a very hands-on support role to their advisers and technical teams, you will act as a lead technical administrator in support of a business-critical private client base. The Role: Regarding the remit, my client is looking for an organised self-starter with excellent attention to detail, communication and teamwork skills to join their organisation in an admin support capacity. As an overview, key responsibilities and accountabilities for this admin support/client manager role include: Produce Valuations and meeting packs for client reviews Prompt and compliant submission of new business inclusive of investments, pensions, SIPP’s, protection and tax/trust workload Managing pipeline business alongside the adviser Liaising with high net worth clients and providers and managing key relationships Maintaining the client database and updating all client information as required Adviser diary management Benefits: 5% pension, EAP Scheme & DIS Scheme. Discretionary Bonus: Total 10% annually. Holidays 21 days stats. The Person: The successful candidate will come with 3 years IFA/wealth management industry experience and hold a strong PA/admin support background to financial advisers. You will be extremely client-centric and customer focused in your approach to work, being comfortable supporting client-facing business developers/advisers who are looking to grow and expand the business with the help of your technical administration and client relationship focused support. My client needs someone coming from the financial planning industry, or indeed an investment/asset management background with base knowledge of the breadth of private wealth products (investment, pensions, protection and IHT work) paramount to suitability here. 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