The Company: Regional IFA firm based in Moortown, North Leeds who are looking to recruit a Graduate into an IFA Administrator in support of a high-performing Financial Planner on a dedicated, consultative support type basis; ideally progressing into paraplanning work short-term.

• Office Location: Moortown, North Leeds
• Hybrid Working: Yes – 3-days office/2-days WFH

Package: £22-23k base DOE + bonus and full company benefits inclusive of study support to QCF Level 4 Diploma (CII)

• Benefits: Pension, 4xDIS, full study support and 23-days holiday + stats
• Bonus: Discretionary – Paid annually

The Role: A technical support focused adviser support 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: Will suit a recent graduate looking for their first opportunity in industry. Someone ideally focused on studying towards their CII Diploma and taking on adviser support responsibilities, acting as a foundation to progress into more technical work.

What Next? Further questions? Keen to apply & register your interest? Please get in touch asap: Chris – 07891479277 | chris@cb3associates.co.uk