CB3 Associates Ltd, based in North Leeds, seeks a Financial Planning Administrator to support a high-performing adviser in a 1-to-1 consultative setup. This role offers a structured path from administration to more technical paraplanning over 6–12 months, with scope to develop across investments, pensions and family planning.
The role is office-based in Moortown, North Leeds, full-time, Monday to Friday, with a base salary of £34–£37k DOE plus discretionary bonus and full company benefits.
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Financial Planning Admin - Paraplanning in Tech Track in Guiseley employer: CB3 Associates Ltd
As a leading independent financial planning firm in Central Leeds, we pride ourselves on our collaborative and supportive work culture that empowers our employees to thrive. With a focus on professional development and a commitment to bespoke client service, we offer competitive salaries, generous holiday allowances, and excellent bonuses, making us an ideal employer for those seeking a rewarding career in private wealth management.
