The Company: Operating nationally this is a renowned wealth management firm based in Wakefield who are looking to add an experienced Financial Planning Administrator to their adviser support team. With vast experience across both private and corporate client advice this is an excellent career opportunity to study towards your R0 exams and ultimately progress into paraplanning; with the longer-term aim of advising also pushed/promoted.
* Location: Wakefield
* Hybrid Working: Yes - After probation. 50:50 split
Package: £27-30k base DOE + bonus and full company benefits
* Key Benefits: 5% pension, 4xDIS and Westfield Health Cashplan
* Holidays: 21-days + stats
* Bonus: Discretionary - Paid annually
The Role: Reporting into the Ops Manager this role will sit within the firm’s Admin Support team and work closely alongside advisers to provide HNW private clients with pertinent advice. Duties include:
1. Providing nominated advisers with general administration support
2. Processing and monitoring of new business applications in accordance with procedures
3. Inputting adviser fee information onto CMS
4. Creating and managing client records
5. Keeping the client database information up to date
6. Scanning Relevant Do...