CB3 ASSOCIATES is looking for employees for positions:
financial services administrator
Working hours
full-time | Permanent
Salary
salary
Responsibility
monitoring and follow-up of specific pipeline cases & assistance with New Business input
processing new business
assistance with preparation of client review/valuation packs and liaison
illustrations and projections
processing new business, and ongoing administration of client records
valuations
assist with upkeep and monitoring of associated media such as corporate business websites and promotional websites such as LinkedIn etc
producing plan information updates
Requirements
client relationship management experience
ability to manage workloads across multiple provider platforms and funds
investments & pensions casework exposure
business administrator
Responsibility
maintenance of administration systems, ensuring all client data is accurate and up to date
senior administrator
Responsibility
managing client relationships and being the first point of contact for technical queries as required
client administrator
Working hours
full-time
Responsibility
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
knowledge and awareness across the private wealth product spectrum inclusive of investments, pensions, protection and IHT planning)
an AIM-listed business with more than 6,500 active clients and circa £3 billion of Assets under Management, boasting a growing network of offices across the UK with core clients ranging from private individuals to corporate business relationships
ifa administrator
Working hours
full-time | Permanent
full-time
Salary
salary
Responsibility
personal support to the adviser whilst monitoring and managing the adviser’s diary
providing nominated advisers with general administration support
preparing financial reports following full audit of client’s portfolios
process all new/existing business
processing and monitoring of new business applications in accordance with procedures
accurately inputting of New Business Applications for Life, Investment, Mortgages and Pensions
prepare meeting packs
inputting adviser fee information onto CMS
Requirements
preparing new business and client review packs for client meetings
processing new business applications across the key financial products
assisting with the production of accurate client portfolio valuations
submitting transactions and trade requests including fund switches on and off Platform
obtaining literature and forms from providers and pre-completing basic client details
obtaining illustrations and product literature
obtaining Anti-Money Laundering requirements and conducting electronic checks for new and existing clients
obtaining Client Portfolio Valuations
senior paraplanner
Working hours
full-time | Permanent
Salary
salary
Responsibility
discuss the client’s needs and objectives with the relevant adviser
undertake research to identify suitable solutions to meet the client’s needs and objectives
prepare information for analysis by the adviser
prepare and discuss draft recommendation report with the relevant adviser
prepare Cashflow report where relevant
prepare suitability reports in accordance with the agreed recommendations
once in receipt of a completed 'fact find’ and client meeting sheet collate all the relevant quantitative detailed information required to compile a financial services report
