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Senior Financial Planning Administrator

Senior Financial Planning Administrator

CB3 Associates Ltd

Posted 10 days ago, valid for 11 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

Life Insurance

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Sonic Summary

The company is a highly regarded IFA firm based in Central Leeds, seeking an experienced Financial Planning Administrator for their back-office team.
The role offers a salary range of £27,000 to £32,000, depending on experience, along with benefits such as pension, private medical cover, and study support.
Candidates must have previous experience in administrative support within Financial Planning and Wealth Management, particularly in a client-focused role.
The position involves supporting financial planners, maintaining client records, and preparing meeting materials.
The work environment is hybrid, requiring 3 days in the office and 2 days working from home.

The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their back-office team. Looking for a friendly, socially active back-office support team in a professional, client-centric planning environment? get in touch to explore further:

Office Location: Central Leeds
Hybrid/Home Working: Yes - 3-days office, 2 days WFH

Salary/Package: £27-32k base DOE

Benefits: Pension, 4xDIS & Private Medical Cover alongside a full company benefits package inclusive of study support (CII)
Holidays: 25 days holiday plus stats
Bonus: Discretionary - Paid annually

The Role: The wide-ranging adviser support role working alongside multiple high performing financial advisers working within HNW private wealth advice circles. As a Financial Planning Administrator, your responsibilities will include:

To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Assist Planners in the preparation of new business pitches and presentations
Maintain back-office systems and client records in line with the company policies.

The Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused environment.

Required: Previous experience working within Administrative support within Financial Planning and Wealth Management
Required: Previous experience working in a client focused role with strong ethic of client service
Required: Knowledge of Investments, Pensions and Life Assurance casework

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk

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