Job Location : Leeds, UK
The Company: Leeds city centre-based IFA firm looking to attract an experienced Financial Planning Administrator to their continuously expanding adviser support team. Very much a growth orientated business providing HNW private clientele with broad private wealth focused, family planning advice.
Package: £32-34k DOE discretionary bonus and full company benefits
The Role: Supporting a small team of experienced Paraplanners, Financial Advisers and Directors from a technical administration perspective. Duties include:
The Person: A background in the IFA/wealth management background is a must, coupled with administrative experience supporting private wealth focused financial planners. This role/remit will suit a career administrator who enjoys Do you hold:
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Salary : 32000 - 34000
Apply Now!