Graduate Financial Planning Administrator

Overview

The Company: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in a Graduate calibre Financial Planning Administrator to their expanding back-office support team. The role will suit someone looking for their first opportunity in industry post-studies, or is early on in their development through Adviser Support.

• Office
  
  Location:
  
  Central Leeds
• Working Setup: Office-based

Package: £24-26k base DOE + bonus and full company benefits

• Benefits: 5% pension, 4x DIS, Vitality healthcare, PMI + full study support via CII
• Holidays: 24 days holiday plus stats
• Bonus: Discretionary – Paid annually

The Role: Sitting alongside a team of administrators this role/remit is to work alongside 2 high performing financial advisers.

Duties include:

• On boarding new clients to the business, ensuring the new client file is fully compliant
• Adding new client information to Intelligent Office back-office system
• Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded
• Preparation/Implementation of advice
• Prepare cost and charges disclosure documents
• Obtain illustrations
• Preparing a...