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CB3 Associates Ltd
Leeds, 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 &
Job Source: CB3 Associates LtdCB3 Associates Ltd
Leeds
Job Description 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% pensi
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 SelectionFocus Search and Selection
Doncaster
Financial Services Administrator (Client Delivery) (Hybrid Working) £26,000 to £28,000 salary We are looking for a Financial Services Administrator to join a Financial Services firm in the Doncaster area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Fina
Job Source: Focus Search and SelectionNJR 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 RecruitmentNJR 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 RecruitmentRecruit Wealth Ltd
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments a
Job Source: Recruit Wealth Ltdmbf.
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.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, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing allowance
Highly rewarding bonus structure based on business performance
Standard 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:
Process new client applications and ensure all necessary paperwork is completed accurately
Maintain accurate and up-to-date client records on the CRM platform (Salesforce)
Liaise with third party providers to gather plan information.
Conduct critical yield calculations and demonstrate a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
Liaise with clients to gather information and complete account administration tasks.
Assist with processing client investment transactions, ensuring adherence to compliance procedures.
Prepare reports and presentations for Financial Advisers.
Manage client queries and resolve issues promptly and professionally.
Maintain a strong understanding of current financial products and regulations.
Contribute to the development and implementation of efficient administrative processes.
T he Person: Private wealth focused administration support exposure is required here, with 2+ years’ hands-on practical experience the ideal:
Essential: 2+ years’ experience processing investments and/or pensions business
Essential: Experience of managing & building relationships with private wealth clientele
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
Financial Services Administrator jobs in Wakefield
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