Financial Planning Administrator

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.

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• Office Location: West Leeds
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• Hybrid/Home Working: Yes – 4-days office, 1-day WFH
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Package: £29-30k DOE + discretionary bonus

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• Key Benefits: Pension, 4xDIS + Medical Cashback Plan
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• Holidays: 26-days holiday + stats
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The Role: A highly responsible role supporting multiple IFAs from a technical administration and query management perspective. Duties include:

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

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• Are you looking for career stability with a firm that’s growing their presence across the UK?
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• Does investments and pensions focused administrative work genuinely motivate you?
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• Do you enjoy regular client contact? And have past exposure to speaking with advisers/paraplanners daily to ensure the best solution for the client?
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What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.