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The Company: A family feel IFA business based in York who are looking to bring in a Trainee Financial Planning Assistant to further expand their adviser support offering. It’s an ideal opportunity for someone who is looking for an entry level role to kickstart their career following their studies, or indeed someone with 6/12-months experience looking for structured development through their CII exams:
- Office Location: York
- Working Setup: Office-based - Full-time Monday-Friday
Package: £20-23k base DOE + annual bonus & full company benefits
- Key Benefits: Contributory pension, 4xDIS/Life cover + full CII study support
- Holidays: 23 days holiday + stats
The Role: Sits within the firm’s admin focused back-office support team working closely with advisers and clients to help them achieve their financial goals - Administrative duties include:
- Preparing and maintaining client files
- Maintain administration systems
- Client reviews, draft for approval by IFA
- Prepare new business documents
- Prepare information/comparisons for analysis by IFA
- Act as point of contact and deal effectively with queries from clients and other parties through effective communication
The Person: Will suit someone looking to get into work within financial services/wealth management and learn the foundations of adviser support and client management. You will:
- Hold a good education background (GCSE/A-Level or equivalent)
- Have a personal drive and ambition to work within financial services, and ideally wealth management
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
