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Graduate Role: Financial Planning Administrator

Full Time in Admin Support , in Paraplanning
  • Moortown, Leeds, UK View on Map
  • Salary: £25,000 - £30,000
  • Additional package info + WFH flex, study support (CII) and full company benefits

Job Description

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 Diploma and taking on adviser support responsibilities 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

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