Financial Planning Administrator - CB3 Associates Ltd : Job Details

The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their busy back-office team

Office Location: Central Leeds

• Hybrid/Home Working: Yes - 3-days office, 2 days WFH

Salary/Package: £28-29k base DOE + bonus/benefits

• Benefits: Pension, 4xDIS & Private Medical Cover alongside a full company benefits package inclusive of study support (CII)
• Holidays: 25 days holiday plus stats
• Bonus: Discretionary - Paid annually

The Role: The wide-ranging adviser support role working alongside multiple high performing financial advisers working within HNW private wealth advice circles. As a Financial Planning Administrator, your responsibilities will include:

• Providing a robust administration support function to the financial planning team in an efficient/timely manner
• Supporting Paraplanners in production of suitability reports
• Completes all work according to procedures and standards
• Collates and verifies the accuracy of information and work provided
• Assists in preparation of review and new client meeting
• Supports business development through correct application of client processes and procedures
• Assists team members as required and works effectively with colleagues
• Understands and complies with all FCA regulations and principles applying to the role

The Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused environment.

• Required: 2+ years’ experience working within adviser support ideally within investments/pensions advice
• Required: Previous experience of managing client relationships and fielding technical queries

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk