The Company:Bespoke financial planning firm based in the Shepley area of South Huddersfield looking to recruit an experienced IFA Administrator/Client Services Assistant into their back-office team to support a team of high-performing, private wealth focused financial advisers.
* Office Location: Shepley, South side of Huddersfield
* Hybrid Working: No - 100% office based so employee commute/geography needs to work
Package: £25-28k DOE + discretionary bonus and full company benefits
* 23 days holiday + stats, company pension, 4xDIS plus wider company benefits
* 35-hour working week (Mon-Fri, 9am-5pm)
The Role: Broad wealth administration support role geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective:
1. Produce Valuations and meeting packs for client reviews
2. Prompt and compliant submission of new business inclusive of investments, pensions, protection and tax/trust workload
3. Managing pipeline business
4. Liaising with high net worth clients and providers
5. Maintaining the client database
6. Responsible for inputting and reconciling all fees
7. Screening and dealing with consultants’ post, e-mails and calls
8. Diary management
9. Providing basic product and fund research in assistance of the...