At a Glance
- Tasks: Support financial advisers with client management and administrative tasks.
- Company: Join a nationally recognised wealth management firm in West Leeds.
- Benefits: Competitive salary, pension, medical cashback plan, and 26 days holiday.
- Other info: Hybrid working model with opportunities for professional growth.
- Why this job: Build a stable career in a growing firm focused on high-net-worth clients.
- Qualifications: Enjoys adviser support and has experience in client communication.
The predicted salary is between 30000 - 33000 £ per year.
The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice.
- Office Location: Central Leeds
- Working Setup: Office-based
Package: £33-35k base DOE + superb annual bonuses and full company benefits
- Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI
- Bonus: Discretionary - Paid annually
The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include:
- On boarding new clients to the business, ensuring the new client file is fully compliant
- Adding new client information to Intelligent Office back-office system
- Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded
- Preparation/Implementation of advice
- Prepare cost and charges disclosure documents
- Obtain illustrations
- Preparing application forms (both online & paper)
- Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails
- Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment
- Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation
- Ensure that fact find sections within Intelligent Office are completed and updated when appropriate
The Person: This is a high calibre firm offering an opportunity to get your foot in the door working with ultra-high value clientele. It will suit someone highly ambitious who wants to build a career within this space. An IFA/wealth management/investments management background is a necessity, coupled with experience of providing administrative support to IFA's/financial advisers in a private wealth advice setting. But if you are motivated by working alongside best-in-class Financial Planners and Adviser Support Staff, and feel you can add value in this space this is definitely one to explore.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Financial Planning Administrator in Leeds employer: CB3 Associates Ltd
Join a well-established and growing financial planning business that prioritises employee development and offers a clear progression pathway into a Trainee Paraplanner role within just 6-12 months. Enjoy the flexibility of 100% remote working, alongside a competitive salary package that includes a 4% pension, private medical insurance, and full study support for your professional qualifications. With a supportive work culture and a commitment to providing an excellent client experience, this company is an ideal employer for those seeking meaningful and rewarding career growth in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Knowing their values and recent achievements will help you stand out. Plus, it shows you're genuinely interested in being part of their team!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client management and administrative tasks. We want you to feel confident and ready to showcase your skills when it counts!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Planning Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in adviser support and any relevant skills that match the job description. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience:When detailing your past roles, focus on experiences that relate to client management and administrative tasks. We’re looking for someone who enjoys liaising with clients and supporting advisers, so make that clear in your application.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at CB3 Associates Ltd
✨Know Your Numbers
As a Financial Planning Administrator, you'll be dealing with figures and financial products daily. Brush up on your knowledge of investments, pensions, and the specific services the company offers. This will not only show your enthusiasm but also your capability to handle the role.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly. Prepare examples of how you've successfully managed client relationships or resolved queries in the past. This will demonstrate your ability to thrive in an adviser support environment.
✨Research the Company Culture
Understanding the company's values and growth plans is crucial. Familiarise yourself with their approach to wealth management and how they support their staff. This will help you align your answers with what they’re looking for and show that you're genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and future growth opportunities within the firm. This not only shows your interest but also helps you gauge if this is the right fit for you.
