The Company: A client-centric and family friendly wealth planning business based South side of York looking to add a Financial Planning Administrator to their adviser support team. An excellent opportunity to join a professional advice firm in a key back-office role:
* Office Location: York
* Hybrid/Home Working: Yes - Hybrid split between home/office working
Package: £24-26k base + annual bonus and full company benefits:
* 25 days holiday + stats, 5% pension & 2xDIS
* Highly rewarding bonus structure based on business performance
* Standard hours: Mon-Fri (9am-5pm)
The Role:A dedicated Admin Support working alongside a high-performing investments/pensions advice focused financial planner. Duties include:
* Providing client valuations
* Managing technical queries from clients
* Fund switches/Withdrawals
* Liaising with clients to obtain fact-find info
* Preparing reports for advisers
* Preparing illustrations
* Checking and updating CFR and advice record/liaising with advisers
* Preparing paperwork
* Process all new business and prepare the necessary paperwork
The Person: Private wealth focused administration support exposure is required, with 2+ years’ hands-on practical experience working within a similar financial planning ...