Address
Form of work
SalaryThe Company: Regional IFA firm based in North Leeds who are looking to recruit an IFA Administrator/Trainee Paraplanner in support of two Financial Planners. Currently a 5-adviser strong firm and looking to expand as we head through 2024.
- Office Location: Moortown, North Leeds
- Hybrid Working: Yes - 3-days office/2-days WFH
Package: £25-30k base DOE + bonus and full company benefits
- Benefits: Pension, 4xDIS, full study support and 23-days holiday + stats
- Bonus: Discretionary - Paid annually
The Role: A technical support focused remit geared around supporting multiple high performing financial advisers from an administration perspective. Responsibilities 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 an experienced administrator who is keen on progressing into technical work and taking on further paraplanning responsibilities short-term. Ideal for someone just starting their R0 exams (Part-qualified Diploma) and wanting to step from private wealth administration into a hybrid role, ultimately taking on full paraplanning responsibilities once fully trained.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:
Website: www.cb3associates.co.uk
