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 Leeds
- Working Setup: Office based
- Hours: Full-time - Mon/Fri
Package:
£34-37k base DOE + bonus and full company benefits
- Benefits: Pension, 4xDIS + full study support (CII)
- Holidays: 23-days holiday + stats
- Bonus: 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 processing
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Managing client relationships and being the first point of contact for technical queries as required
- Database management
- Assistance with client business development and marketing materials
- Basic 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?
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Financial Planning Administrator 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.
