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The Company: A regionally renowned, growth orientated wealth management firm based in Central Sheffield looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:
- Office Location: Central Sheffield
- Working Setup: 100% office-based with ad-hoc flex to WFH as required
Package: £28k base DOE bonus & full company benefits
- Benefits: 8% pension annual bonuses and full flexible benefits package
- Holidays: 25 days holiday stats
The Role: The remit here is a wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective:
- Analysing and assisting with research for compiling Financial Planning reports
- Handling client queries wherever possible for the Advisers
- Servicing existing clients by providing valuations and portfolio updates as and when required
- Ensuring that all new business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.
- Send letters of authority and gather accurate information
- Provide an efficient and friendly point of contact for clients and providers, by phone, email and in person
- Maintaining client records
The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers across investments & pensions casework. Do you have:
- Experience in an IFA, wealth management of investment management firm?
- Exposure to processing new/existing investments and pensions business?
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
