The Company: Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. A circa 20-adviser firm with growth plans afoot for 2024 and beyond. Location: HarrogateWorking: Yes – 3-days office, 2 days WFHPackage: £28-30k base DOE + 10% bonus and full company benefits25 days holiday plus stats, pension, 4xDIS on top of a full company benefits packageBonus: Discretionary – Paid annuallyThe Role: The full administrative and technical support of multiple high performing financial advisers working within private wealth advice circles. Duties include:business processing and client on-boardingclient review pack for client meetingsquotations/valuationswith product providers and managing relationships accordinglyclient relationships and being the first point of contact for technical queries as requiredproduct research across investments, pensions, protection and IHT workmanagementThe Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused environment. 2+ years hands on, practical experience of adviser supportBusiness processing experience for investment and pensions casesClient relationship management experienceWhat 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: www.cb3associates.co.uk