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Financial Planning Administrator

CB3 Associates Ltd
Posted 19 days ago, valid for 7 days
Location

Leeds, West Yorkshire LS14 1DZ

Salary

£25 - £28 per hour

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A high-performing Partner Practice level SJP firm in Central Leeds is seeking an experienced Financial Services Administrator for their adviser support team.
  • The role is office-based, offering a salary package of £25-28k base along with an annual bonus and comprehensive company benefits.
  • Candidates should have a minimum of 2 years' hands-on experience in Adviser Support, particularly in processing investments and private pensions.
  • Key responsibilities include managing day-to-day administration, ensuring CRM updates, and supporting advisers in client interactions.
  • Interested applicants can send their CVs to Chris at CB3 Associates Ltd for review within 24 hours.

The Company: A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team.

  • Office Location: Central Leeds
  • Hybrid/Home Working: No - 100% office-based

Package: £25-28k base + annual bonus and full company benefits:

  • 25 days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing allowance
  • Bonus: Highly rewarding bonus structure based on business performance
  • Standard hours: 9am-5pm

The Role:The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:

  • To assimilate and segregate information gathered on the fact-find.
  • Ensuring that the CRM system is fully updated.
  • To support the Adviser by dealing effectively with the day to day administration.
  • Support the Adviser to ensure the end to end business process is adhered to and tracked efficiently
  • Oversee and manage the submission of all client applications/advice sets.
  • Support the Adviser to ensure all relevant information required for writing the client report is available.
  • To support the Adviser in establishing and maintaining effective relationships with business assurance/management.
  • Involvement in client entertainment events.
  • Producing analysis using Financial Express Analytics to compliment client reports.
  • Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities identified.

The Person: A private wealth focused administration support background is required here, with 2+ years’ hands-on practical experience the ideal. Will best suit someone who enjoys a corporate office environment and has aspirations to develop into more technical work:

  • Essential: 2+ years’ Adviser Support experience processing investments and private pensions business

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: www.cb3associates.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.