The Company: A high calibre, South Leeds based IFA firm are looking to add a Financial Planning Administrator to their back-office team on a part-time basis covering 3/4 days per week dependent on the individual. This is a technical administration role supporting multiple planners across the breadth of private wealth caseloads; primarily within investments and pensions advice.

• Office Location: Morley, South Leeds
• Working Setup: Office-based

Package: £28-30k base (FTE) + discretionary bonus and full company benefits

• Key Benefits: Pension, life assurance plus free parking on site
• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats (pro-rata)
• Hours: Circa 24-30hrs across 3-4 days – Flexible

The Role: As part of an experienced Adviser Support team supporting a group of high-performing Financial Planners you will deal with all administrative matters. Duties include:

• Liaising with policy providers
• Updating and maintaining client records
• Processing new business applications
• Fund switches
• Income and withdrawal requests and monitoring the process through to completion.

The Person: This is an excellent opportunity for someone with IFA Administration experience who is looking for reduced hours across 3/4-days, or indeed hours that fit inside school hours across 4/5-days. Do you hold:

• 2+ years Admin Support experience in an IFA and/or wealth manager?
• Experience processing new business inclusive of investments, pensions and protection cases?
• Intelligent Office system experience?

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

Chris – 07891479277 | chris@cb3associates.co.uk