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 | chris@cb3associates.co.uk | www.cb3associates.co.uk