Overview
Financial Services Associate Jobs in UK at CB3 Associates Ltd
The Company:Nationally recognised and rapidly expanding IFA business based in York looking to recruit a private wealth focused Client Liaison Administrator who holds admin experience working within an IFA/wealth management firm.
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
Office Location:York
Hybrid/Home Working:Yes – 3-days office, 2 days WFH after probation
Package:£25-27k base + bonus and full company benefits
Benefits:25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexiblebenefits package
Bonus:Discretionary – Paid annually
Working week:35hrs (Mon-Fri)inclusiveofflexible 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 capacity, or on a 1 to 1 basis.
Knowledge and awareness across the private wealth product spectruminclusiveof investments, pensions, protection and IHT planning)
2+ years’ time-served administration experience
What next?To apply please send anup-to-dateCV. Further questions? Get in touch with Chris on or email
Title: Financial Services Associate
Company: CB3 Associates Ltd
Location: UK
Category: Finance & Banking, Administrative/Clerical
