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CB3 Associates Ltd
Wakefield
The Company : A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team. Office Location: Wakefield Hybrid/Home Working: No - 100% office-based Package: £23-25k base + annual bonus and full company benefits: 25 days holiday + stats, 5% pension, 2
Job Source: CB3 Associates LtdFocus Search and Selection
Leeds
Senior IFA Administrator £25,000 to £28,000 salary We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Senior IFA Administrator, your main responsibilities will b
Job Source: Focus Search and Selectionmbf.
Leeds
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office. Our client are a highly reputable Financial Planning organisation with offices across the
Job Source: mbf.NJR Recruitment
Wakefield
Financial Planning Administrator Wakefield £22,000 - £25,000 NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator to join their team based in Wakefield
Job Source: NJR RecruitmentLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be res
Job Source: Lime People Search & Select LtdNJR Recruitment
Leeds
Financial Planning Administrator Leeds £22,000 - £25,000 NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support
Job Source: NJR RecruitmentLime People Search & Select Ltd
Harrogate
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administr
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be resp
Job Source: Lime People Search & Select LtdLeeds, England, United Kingdom
The Company : A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team.
Location: Central Leeds
Working: No – 100% office-based
Package: £25-28k base + annual bonus and full company benefits:
days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing allowance
rewarding bonus structure based on business performance
hours: 9am-5pm
The Role: The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:
To assimilate and segregate information gathered on the fact-find.
Ensuring that the CRM system is fully updated.
To support the Adviser by dealing effectively with the day to day administration.
Support the Adviser to ensure the end to end business process is adhered to and tracked efficiently
Oversee and manage the submission of all client applications/advice sets.
Support the Adviser to ensure all relevant information required for writing the client report is available.
To support the Adviser in establishing and maintaining effective relationships with business assurance/management.
Involvement in client entertainment events.
Producing analysis using Financial Express Analytics to compliment client reports.
Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities identified.
The Person: Private wealth focused administration support exposure is required here, with 2+ years’ hands-on practical experience the ideal.
2+ years’ experience processing investments and/or pensions business
Have managed either private client or group business on behalf of a financial adviser
A professional, client-centric outlook with exemplary client management skills/experience
What next? Follow the link attached to send an up-to-date CV. Further questions? Feel free to get in touch directly on the details below: Chris - 07891479277 | [email protected] | www.cb3associates.co.uk
Financial Services Administrator jobs in Leeds, England, United Kingdom
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