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Financial Planning Administrator (Part-time)

CB3 Associates Ltd
Posted 3 days ago, valid for 17 days
Location

York, North Yorkshire YO60, England

Salary

£25 - £30 per hour

Contract type

Part 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 IFA firm in Central York is seeking a permanent, part-time Financial Planning Administrator for a 24-hour per week contract.
  • The role offers a salary of £25-30k base (FTE) plus an annual bonus and full company benefits, including 25 days holiday and a pension.
  • Candidates should have at least 2 years of adviser support experience, particularly in processing investments and private pensions.
  • The position involves providing dedicated 1:1 support to an adviser, handling new business processing, obtaining quotations, and ensuring CRM updates.
  • Flexibility to work part-time hours and be office-based at least 2 days a week is preferred.

The Company: A high-performing IFA firm based in Central York looking to add a permanent, part-time Financial Planning Administrator to their adviser support team on a circa 24-hr p/w contract:

  • Office Location: Central York
  • Working Setup: 3 full-days, or 4-days around school hours (9.30am-2.30pm)
  • Hybrid/Home Working: Yes - Up to 1-day WFH

Package: £25-30k base (FTE) + annual bonus and full company benefits:

  • 25 days holiday + stats (pro-rata)
  • Pension, DIS and lucrative annual bonus

The Role:The remit here is dedicated 1 to 1 support to a high-performing adviser across the breadth of administration and client support:

  • New business processing
  • Obtaining quotations
  • Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities have been identified
  • Dealing with product provider and any technical queries coming in from clients
  • Ensuring that the CRM system is fully updated.
  • Support the Adviser in establishing and maintaining effective relationships with business assurance/management.

The Person: A private wealth focused administration support background is required here. Will best suit someone who enjoys working with advisers on a consultative 1:1 basis and needs the flexibility of part-time hours:

  • Essential: 2+ years’ Adviser Support experience processing investments and private pensions business
  • Preferred: Flexibility to be office-based at least 2-days per week

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.