Financial Planning Administrator
other jobs CB Associates Ltd
Added before 14 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £32,000 - £35,000 per annum
Job Description:
Full job descriptionThe Company: Regionally sized IFA firm based in North Leeds who are looking to recruit an Financial Planning Administrator in support of a very high-performing Financial Planner on a dedicated, 1 to 1 consultative support type basis. This a superb opportunity for someone with administrative experience looking for a structured development path into more technical work across the next 6-12 months.
*Office Location: Moortown, North Leeds
*Working Setup: Office based
*Hours: Full-time – Mon/Fri
Package: £32-35k base DOE + bonus and full company benefits
*Benefits: Pension, 4xDIS + full study support (CII)
*Holidays: 23-days holiday + stats
*Bonus: Discretionary – Paid annually
The Role: A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include:
*New business processing
*Preparing client review pack for client meetings
*Obtaining quotations/valuations
*Dealing with product providers and managing relationships accordingly
*Managing client relationships and being the first point of contact for technical queries as required
*Database management
*Assistance with client business development and marketing materials
*Basic paraplanning and suitability report compilation – ISA transfers, lump sum investments etc
The Person: This opportunity will suit an FS industry experienced administrator who can deal with a breadth of technical casework across investments, pensions and family planning advice and is looking to develop into more technical work/paraplanning across the medium-term. Do you:
*Hold 3+ years’ experience within a private wealth focused adviser support role?
*Have experience using the Intelligent office system alongside a working knowledge of product provider platforms in a similar vein to AJ Bell and Transact?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
*Office Location: Moortown, North Leeds
*Working Setup: Office based
*Hours: Full-time – Mon/Fri
Package: £32-35k base DOE + bonus and full company benefits
*Benefits: Pension, 4xDIS + full study support (CII)
*Holidays: 23-days holiday + stats
*Bonus: Discretionary – Paid annually
The Role: A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include:
*New business processing
*Preparing client review pack for client meetings
*Obtaining quotations/valuations
*Dealing with product providers and managing relationships accordingly
*Managing client relationships and being the first point of contact for technical queries as required
*Database management
*Assistance with client business development and marketing materials
*Basic paraplanning and suitability report compilation – ISA transfers, lump sum investments etc
The Person: This opportunity will suit an FS industry experienced administrator who can deal with a breadth of technical casework across investments, pensions and family planning advice and is looking to develop into more technical work/paraplanning across the medium-term. Do you:
*Hold 3+ years’ experience within a private wealth focused adviser support role?
*Have experience using the Intelligent office system alongside a working knowledge of product provider platforms in a similar vein to AJ Bell and Transact?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Job number 4070268
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Company Details:
CB Associates Ltd
Company size: 1–4 employees
Industry: Financial Services
CB3 Associates Ltd aims at the niche industry sector that is financial services and offers a unique recruitment partner solution to businesses looking...