CB3 Associates Ltd is a well-established financial planning business seeking an experienced Financial Planning Administrator to support their advisers in a 100% remote working capacity. The role offers a clear progression pathway into a Trainee Paraplanner within 6-12 months.
You will provide day-to-day admin across pensions, investments and protection, maintain client records, liaise with clients and providers, and ensure accurate, compliant service delivery.
#J-18808-LjbffrRemote Financial Planning Admin - Path to Paraplanner in Wakefield 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.
