Full job descriptionThe Company: A genuinely independent IFA business based in North Leeds providing pension, investment and protection advice to both individual and business clients. They are now looking to bring in a proactive Financial Planning Administrator to join their existing administration team; an opportunity best suited to someone with previous Financial Services administration experience who is looking to develop their career within a smaller, supportive, family-feel IFA environment.


*Office Location: Ilkley
*Working Setup: Hybrid – 3-days office & 2-days WFH
*Hours: Full-time or part-time hours considered


Package: £28-30k base DOE + full company benefits:


*Key Benefits: Workplace pension scheme, 5x salary Death in Service cover, free parking and full exam support towards professional qualifications if desired
*Holidays: 25-days + 8 bank holidays


The Role: A varied Financial Planning Administration role supporting the wider administration team and manager, whilst providing day-to-day support across the wider business. The remit will cover new business processing, client servicing, documentation and general office administration, with key accountabilities including:


*Process new business across pensions, investments, protection and wider product areas
*Process fund switches and other existing business transactions
*Assist with servicing existing clients and responding to general enquiries
*Prepare documentation for client meetings, including valuations and reports
*Process fees and invoices accurately
*Maintain client documentation through Papercloud, ensuring records are securely stored and up to date
*Maintain and update client records using Intelliflo
*Manage tasks and workflows through Intelliflo to ensure work is progressed within agreed timescales
*Provide general administrative support to the wider team as required
*Assist colleagues during busy periods to ensure client work is delivered on time
*Develop knowledge across the wider financial planning administration function


The Person: Previous administration experience within Financial Services is essential, ideally gained within an IFA, Wealth Management or similar financial planning environment. The role would suit someone with strong organisational and communication skills, a good eye for detail and confident general IT skills, alongside a high level of numeracy and literacy. Previous experience using Intelliflo would be advantageous too, although not essential. This is a good opportunity for someone looking to establish themselves within Financial Services and continue developing their technical knowledge, with the business offering support towards professional qualifications for someone who is keen to progress their career within financial planning administration.


What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.