The Company: A leading Chartered Financial Planning firm based in York looking to add a Financial Planning Administrator to their back-office adviser support team. A highly professional firm with a superb young, developing team and business culture; offering a fantastic opportunity to develop through your CII Diploma qualifications and build a career in a Chartered firm advising HNW private clientele.

• Office Location: York
• Working Setup: Hybrid – 3-days office & 2 days WFH

Package: £25-26k base DOE + £7-8k guaranteed bonus

• Key Benefits: Auto-enrolled pension, 4xDIS plus a full flexible benefits package
• Holidays: 21 days (plus stats) with Xmas closure on top rising to 25-days + stats
• Bonus: Discretionary – Paid annually

The Role: You will play a crucial role in supporting Financial Planners, ensuring the smooth and efficient operation of the firm’s proposition/client services. Duties include:

• Providing administrative support to a team of Financial Planners
• Assisting in the preparation and processing of client documentation.
• Maintaining client records and ensure data integrity.
• Liaising with clients and external parties, providing excellent customer service.
• Assisting in the preparation of financial reports and client presentations.
• Managing appointment scheduling and calendar coordination for Financial Planners
• Handling general office duties and ad-hoc tasks to support the team.

The Person: A financial planning/wealth management background is a necessity – You will have experience of supporting financial planners in an administrative capacity already. If you hold Investments and Pensions case experience alongside some exposure to product provider platforms get in touch asap to explore in further detail.

What next? Further questions? Keen to apply & register your interest? Please get in touch asap:

Chris – 07891479277 | chris@cb3associates.co.uk