IFA Administrayor (12-month FTC)

The Company: I am currently working on behalf of a market leading, Sheffield based advisory firm who are a progressive, forward thinking business and are keen to attract an IFA Administrator on an initial 12-month Fixed Term Contract, starting asap, with the opportunity to go permanent. The firm themselves are backed by a larger, cash-rich group who are one of the UK longest standing providers of financial advice; and are progressing nicely through a period of expansion at present as client needs and AUM grows. The firm themselves are backed by a larger, cash-rich group who are one of the UK longest standing providers of financial advice; and are progressing nicely through a period of expansion at present as client needs and AUM grows

The Role: The remit here is a very broad private wealth focused administration support role which is modelled in a team environment supporting multiple high performing financial advisers. Your responsibilities include, but are not limited to the following:

• To provide professional and efficient administrative support to the Consultants and their client base.
• Ensure client data is processed correctly and records are maintained in line with relevant legislation, regulatory and Company requirements.
• Communicate and liaise with insurance companies and other third parties in an assertive manner to manage completion of new business processing.
• Take responsibility for personal development to maintain and develop technical knowledge required in the performance of the role.
• Processing new business and issuing policy documents/contract notes utilising the Adviser Office system
• Dealing with changes to policies, funds and client personal details
• Updating and producing periodic valuations and portfolio reviews.
• Maintenance of Adviser Office diary and INVU document management system

The Person: The successful candidate will ideally come from an IFA/wealth management background and have some exposure to supporting IFA’s/financial advisers in a technical admin capacity. You will have knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus. This role would suit an admin individual with 1+ years industry experience looking to develop in a highly regarded, market leading advisory business - And if you have ambitions to develop down the paraplanning route medium term this particular opportunity not only offers this, but the employer encourages it via study support and experience/exposure to their technical teams and work.

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