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Financial Planning Administrator

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The Company: I am currently working on behalf of an established IFA firm based in Sheffield who are looking to add a Financial Planning Administrator to their back-office support team. My client provides specialist independent financial advice to HNW private wealth focused clientele, with this hire assisting with adviser support, commission calculations and general client relationship management. The Role: You will support advisers and paraplanners ensuring the efficient production of client review packs, processing of new business and manages all activity relating to adviser commissions & calculations for the company’s sales team. Further duties include: • Providing professional customer service to new and existing clients via telephone, email and face to face when required • Using financial planning software to create, record and update client records and ensuring these are kept up to date including GDPR • Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information • Preparing client valuations, application forms and meeting documentation for annual reviews • Processing of any meeting follow up work including fund switches, withdrawals • Handling all adviser commission payments The Person: The successful candidate will ideally come from an IFA/wealth management background already, although graduates with a relevant degree would also be encouraged to apply as a progressive, developing recruitment option. Exposure to servicing investments & pensions workload would be advantageous, with an openness to get involved with the company’s commissions structure/calculations paramount too. Intelligent Office system experience is also desirable as the firms current back-office system; but is not 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: Website: www.cb3associates.co.uk

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