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Financial Planning Administrator

Wakefield, Yorkshire
£23,000 to £25,000
Job Type
7 Sep 2022

The Company: A nationally renowned, highly recognisable wealth management business based in Central Wakefield who are looking to add an experienced private wealth focused IFA Administrator to their growing back-office support team. A truly independent financial advisory business who adopt a really personal, tailored approach to financial planning and require an experienced financial services professional to join their team.

The Role: A broad, hands-on wealth administration support role geared around supporting multiple high performing financial advisers. Responsibilities across technical administration includes, but isn't limited to the following:

  • Processing of new business and the ongoing servicing of existing clients
  • Adhering to strict FCA regulations and internal policy and procedure.
  • Preparing for adviser client appointments including collation of meeting packs, obtaining quotations, illustrations. Point of contact for clients, to liaise on behalf of appointed advisers.
  • Dealing with client queries, taking appropriate action to ensure the query is dealt with in a timely and effective manner.
  • General administration, monitoring own workflow, producing ad hoc statements, adviser charges fee and commission queries.
  • Liaising with other departments, office, colleagues and providers.
  • Systems used include Advisor Office, Virtual Cabinet, Volume and Unipass

You will support consultants in a whole of market capacity and provide a high-quality service to new and existing individual clients.

The Person: Will ideally come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers in a private wealth biased environment previously. The role will suit senior admin support individual with experience within the FS sector who can hit the ground running from day 1, so specific experience, and exposure to processing business alongside a private wealth focused financial adviser is essential.

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:


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  • Job Reference: 706201110-2
  • Date Posted: 7 September 2022
  • Recruiter: CB3 Associates Ltd
    CB3 Associates Ltd
  • Location: Wakefield, Yorkshire
  • Salary: £23,000 to £25,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent