Financial Planning Administrator

CB3 Associates Ltd; Guiseley; On-site; GBP 34,000 - 37,000; Full time

Benefits offered by this job

Pension

Study support (CII)

Discretionary bonus

23 days holiday

Job summary

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.

Qualifications

• 3+ years' experience within a private wealth adviser support role.
• Experience using Intelligent Office and platforms like AJ Bell and Transact.

Responsibilities

• Process new business and administrative tasks.
• Prepare client review packs for meetings and organise quotations/valuations.
• Liaise with product providers and manage relationships.
• Maintain client relationships and respond to technical queries.
• Handle database management and data entry.

Skills

Administrative experience

FS industry knowledge

Client relationship management

Paraplanning exposure

Tools

Intelligent Office

AJ Bell

Transact

Job description

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?