CB3 Associates Ltd
The Company: A nationally recognised wealth management firm who are West Leeds based and are looking to add a Financial Planning Administrator to their highly experience Adviser Support setup. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be pushed and supported to build a long-standing career within the business.
- Office Location: West Leeds
- Hybrid/Home Working: Yes – 4-days office, 1-day WFH
Package: £29-30k DOE + discretionary bonus
- Key Benefits: Pension, 4xDIS + Medical Cashback Plan
- Holidays: 26-days holiday + stats
The Role: A highly responsible role supporting multiple IFAs from a technical administration and query management perspective. Duties include:
- New business processing
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Assistance with client business development and relationship management
The Person: This role will suit someone who genuinely enjoys Adviser Support and liaising with clients on a day-to-day basis as part of the firm’s administrative structure. It’s an excellent opportunity to join an established brand with a focus on HNW private client advice.
- Are you looking for career stability with a firm that’s growing their presence across the UK?
- Does investments and pensions focused administrative work genuinely motivate you?
- Do you enjoy regular client contact? And have past exposure to speaking with advisers/paraplanners daily to ensure the best solution for the client?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
To apply for this job please visit www.reed.co.uk.
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