Financial Planning Administrator - CB3 Associates Ltd : Job Details

The Company: A nationally recognised wealth management firm who are West Leeds based and are looking to add a Financial Planning Administrator to their highly experience Adviser Support setup. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be pushed and supported to build a long-standing career within the business.

• Office Location: Wortley, West Leeds
• Hybrid/Home Working: Yes – 3-days office, 2-days WFH

Package: £27-30k DOE discretionary bonus

• Key Benefits: Pension, 4xDIS full CII study support
• Holidays: 25-days holiday stats

The Role: A highly responsible role supporting multiple IFAs from a technical administration and query management perspective. Duties include:

• New business processing
• Preparing client review pack for client meetings
• Obtaining quotations/valuations
• Dealing with product providers and managing relationships accordingly
• Assistance with client business development and relationship management

The Person: This role will suit someone who genuinely enjoys Adviser Support and liaising with clients on a day-to-day basis as part of the firm’s administrative structure. It’s an excellent opportunity to join an established brand with a focus on HNW private client advice.

• Are you looking for career stability with a firm that’s growing their presence across the UK?
• Does investments and pensions focused administrative work genuinely motivate you?
• Do you enjoy regular client contact? And have past exposure to speaking with advisers/paraplanners daily to ensure the best solution for the client?

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.