About this role
The Company: Regionally sized IFA firm based in North Leeds who are looking to recruit an Financial Planning Administrator in support of a very high-performing Financial Planner on a dedicated, 1 to 1 consultative support type basis. This a superb opportunity for someone with administrative experience looking for a structured development path into more technical work across the next 6-12 months.
Office Location: Moortown, North LeedsWorking Setup: Office basedHours: Full-time – Mon/Fri
Package: £35-37k base DOE + bonus and full company benefits
Benefits: Pension, 4xDIS + full study support (CII)Holidays: 23-days holiday + statsBonus: Discretionary – Paid annually
The Role: A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include:
New business processingPreparing client review pack for client meetingsObtaining quotations/valuationsDealing with product providers and managing relationships accordinglyManaging client relationships and being the first point of contact for technical queries as requiredDatabase managementAssistance with client business development and marketing materialsBasic paraplanning and suitability report compilation – ISA transfers, lump sum investments etc
The Person: This opportunity will suit an FS industry experienced administrator who can deal with a breadth of technical casework across investments, pensions and family planning advice and is looking to develop into more technical work/paraplanning across the medium-term. Do you:
Hold 3+ years’ experience within a private wealth focused adviser support role?Have experience using the Intelligent office system alongside a working knowledge of product provider platforms in a similar vein to AJ Bell and Transact?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.