The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.
* Office Location: Sheffield
* Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Package: £25-27k base + bonus and full company benefits
* Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
* Bonus: Discretionary - Paid annually
* Working week: 35hrs (Mon-Fri) inclusive of flexible working
The Role: Sits within the firm’s adviser support structure taking on full administrative responsibilities across the breadth of private wealth. Standard duties & responsibilities include:
* Personal support to the adviser whilst monitoring and managing the adviser’s diary
* Process all new/existing business
* Prepare meeting packs
* Assist with mail merge exercises
* Act as a point of contact for the client in the adviser’s absence and deal with client queries
* Book all client meetings including annual review meetings
The Person: A private wealth focused advisory background is required, along with exposure to supporting IFA’s/financial advisers in either in a pooled ca...