Financial Planning Administrator
<p><strong>The Company: </strong>An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add an experienced Financial Planning Administrator to their high calibre Adviser Support team. The role will support 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range – A highly consultative role with client relations central to the overall business proposition. </p> <p><br /></p> <ul> <li><strong>Office Location: </strong>Harrogate</li><li><strong>Working Setup: </strong>Hybrid - Split between Office & Home working</li></ul> <p><br /></p> <p><strong>Package:</strong> £33-38k base + discretionary bonus and full company benefits</p> <ul> <li><strong>Key Benefits:</strong> 10% Pension, 4xDIS, Critical Illness Cover & PHI</li><li><strong>Holidays:</strong> 30 days holiday + stats </li></ul> <p><br /></p> <p><strong>The Role: </strong>You will be responsible for handling a wide range of administrative tasks to ensure the highest level of client service. Duties include:</p> <ul> <li>Providing administrative support to IFA’s, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.</li><li>Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.</li><li>Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.</li><li>Client Management: Acting as a primary contact for client queries, updating the back-office system (Intelliflo/First), and preparing client meeting packs for advisers.</li><li>Business Processing: Processing new investments, SIPP contracts, and protection policies from submission to completion.</li><li>Administrative Support: Handling diary management, scanning documentation to a paperless system, processing fund switches, and preparing valuation documentation.</li><li>Compliance<strong>:</strong> Ensuring all documentation and client records are compliant with industry regulations</li></ul> <p><br /></p> <p><strong>The Person: </strong>An IFA/wealth management background is required coupled with extensive experience of private wealth focused adviser support. Do you hold?</p> <ul> <li>2+ years Admin/Adviser Support experience?</li><li>Experience of using the Intelligent Office/Intelliflo/First Software system?</li><li>The ability to manage workloads and prioritise against key deadlines?</li></ul> <p><br /></p> <p><strong>What next?</strong> Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. </p>
Financial Planning Administrator
CB3 Associates Ltdvia Reed