CB3 Associates Ltd, a well-established Wealth Management business based in York, is seeking an experienced Investment Administrator to join the Portfolio Management team. You will support Portfolio Managers and Financial Advisers, handling investment transactions and portfolio administration in a client-focused, technical environment.
The role offers a full-time, office-based position with a circa £30k base salary plus bonus and full company benefits.
#J-18808-LjbffrInvestment Administration Specialist – Wealth Management (York) 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.
