The Company: Highly regarded, client-centric IFA business based in North Leeds looking to add a Financial Planning Assistant who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role/remit, as part of upcoming expansion plans to flesh out their adviser support team.

• Office Location: Harewood, North Leeds
• Hybrid/Home Working: Yes – Flexible for the right person

Package: £28-30k DOE + discretionary bonus and full company benefits

• Benefits: 5% pension, 4xDIS, full study support to Diploma plus a wider flexible benefits package
• Holidays: 25-days + stats
• Bonus: Yes – Discretionary based on company performance

The Role: Broad wealth administration support role as part of a team of 5 geared around supporting multiple high performing financial advisers from a technical administration perspective:

• 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
• Maintaining client records on Adviser Office/Iress system
• Database management
• Assistance with client business development and marketing materials
• Research and basic suitability report compilation

The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused environment. Administrators who are looking to step into paraplanning are also encouraged to apply; with full training given. Do you hold:

• Experience of adviser support?
• CII Industry qualifications ideally progressing through your R0 exams towards Diploma?
• Adviser Office/Iress system experience (or equivalent)

What next? To apply now please follow the link below to send an up-to-date CV. And if you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore this opportunity in further detail.