CB3 Associates Ltd, a nationally recognised wealth management firm based in West Leeds, is seeking a Financial Planning Administrator to join their Adviser Support team. This highly responsible role supports multiple IFAs with technical administration and query management, helping to ensure smooth client service.
The position combines 4-days in the office and 1-day work-from-home, with a salary of £29–£30k depending on experience and a discretionary bonus.
#J-18808-LjbffrWealth Planning Support Specialist - Hybrid 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.
